| | Add a discount to a sales invoice |
| Description | You can add a discount when sending out your sales invoice. Or, add the discount when you enter the payment for the invoice. |
| Resolution | - Go to the Sales tab.
- Then select New Invoice.
- Enter the details of each item.
- Enter the amount of the Discount. Choose whether the discount is an amount or a percentage.
- Fill in the rest of the invoice details as normal.
- Select Save.
You have now successfully applied a discount to a sales invoice. - Open the invoice you are paying.
- Select Record Payment on the invoice line.
- Enter the amount paid and the discount amount.
- Fill in the rest of the payment details as normal.
- Select Record.
You have now applied a discount to the sales invoice and recorded the payment. - Go to the Banking tab.
- Select the relevant bank account.
- Select New Entry, then Sales/Receipt.
- Select the Customer and the relevant Bank Account, Method, and Date.
- Enter the Amount Received.
- Select the tick box beside the invoice you want to apply the discount to.
- Select the pencil
 on the invoice line under the discount title. - In the pop-up window enter the discount amount in the discount section, then select Apply.
- Select Save.
You have now applied a discount to the sales invoice and recorded the payment. [BCB:299:UKI - Personal content block - Dane:ECB][BCB:306:UKI - Search override - Accounting UK / IE:ECB] [BCB:276:UKI - hide back button:ECB] |
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