Sales
There are two methods to apply a discount on products while issuing an invoice using Enerpize:
- Applying the discount on the total amount of the invoice.
- Applying the discount per item, inline while creating the invoice.
First of all, start by creating an invoice.
Go to Enerpize navigation menu of modules and click on “Sales” then click “Create Invoice” as shown in the illustration below.
We’ll now walk through both of these methods and find out how to apply each.
1- Applying a discount on the total invoice amount
This allows you to add as many items as you wish and apply a one-time discount on the total amount of the invoice. Here’s how to do so:
First, select the client you wish to issue the invoice for, then start adding the invoice items as illustrated.
As you can see, we’ve added two items as an example, whose total both is equal to $350 (it’s a lot for a t-shirt and a shirt, but it’s really just an example).
Next, we apply the discount.
Scroll down to find the next section of invoice handy tabs and use the first selected one “Discounts and Deposits” to add your discount.
Select whether you wish for the discount to be a “Percentage” or an “Amount” deducted from the total of the invoice. Then enter the number of either of each.
In this example, we’ve chosen the discount to be a “Percentage” that amounts to “50%”.
Press “Enter” or click any part of your screen and instantly find the discount reflected in the total amount of the invoice to be a total of $175 after applying the 50% discount.
And that’s how to simply apply a discount on the total amount of the invoice.
Note that the discount on the total invoice amount is calculated by dividing the discount amount/percentage by the invoiced items’ subtotal of each according to their ratio to one another. This information is useful in case you wish to issue Sales Reports and revise your numbers.
2- Applying a discount per item in the invoice
This allows you to add a discount inline while adding the invoice item, and apply a different discount “percentage” or “amount” on each item separately as desired.
For this method to apply, first, we need to activate the “Per Item” discount type from “Sales Settings”.
Select the card “General Invoice/ Estimate Settings”.
Then Choose the “Discount Option”. Select “Both” to allow both total invoice discount and separate items discount to apply, or select “Item Discount” to only allow the discount to apply per item. And click “Save”.
We recommend selecting “Both” to allow both discount options for more flexibility in your invoice.
Go back to creating your invoice and start using the item discount option.
Select the customer you wish to invoice, add your invoice details and start adding the invoice item(s). Notice that there is an additional column in the invoice item section called “Discount” and it’s flexible in adding a different discount amount or percentage for each item or even adding a discount for some items without the others, or none at all.
Let’s take for example the expensive clothing items we previously used.
Here, we’ve created an invoice with 2 Basic t-shirts for $100 each, and 1 long shirt for $250. In the “Discount” column, we’ve selected the “%” percentage sign and added a 10% discount on the first item, making its total of $180 instead of $200, and selected the “$” amount sign and added a $50 discount to the second item, which deducted $50 from its original price making it of total $200.
The total discount amount of both items shown in the invoice is equal to $70 to be deducted so the total invoice amount is now $380.
Note that the system calculates the per item discount using the following equation:
(Unit Price – Discount) * Quantity
The discount percentage or amount is first multiplied by the quantity, then deducted from the total amount of the item.
And that’s how you can apply an inline per item discount while creating an invoice using Enerpize.