Apply a net value discount to customer invoices, credits, orders, and quotes

How to apply a net value discount to the value of an invoice, credit note, order, or quote in Sage 50 Accounts.

Apply a one-off or net value discount to the value of a customer invoice, credit note, order, or quote.  You can either set these as a value or as a percentage of the total value. 

Alternatively, on an invoice you can add a negative line on your invoice rather than add a discount.

 

Add a discount

1. Create your quotation, sales invoice, credit note or sales order as normal.
2. In the Details tab, press the Smart Link icon in the Description field.
3. In the Edit Item Line window, complete the Description and Comment fields as appropriate.
4. Complete the Discount % field to discount as a percentage or enter a discount value in the Disc. field.
5. Press OK.
   
   The Net value discount then splits between the number of item lines on the invoice/order.
   
   

7. If the invoice or order is now complete, press Save then Close.

When you print an invoice or order with a net value discount, the net value discount shows as the final item line in the invoice.