Apply a net value discount to invoices and sales orders

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 an entire customer invoice, credit note, order or quote. These can either be set value or as a percentage of the total value. 

NOTE: The net value discount option isn't available in Sage 50 Accounts Essentials. If you're interested in Sage 50 Accounts Standard or Professional, leave your details and we'll be in touch.

 TIP: Alternatively, on an invoice you can add a negative line on your invoice by selecting the Make negative check box in the Edit Item Line window.

1. Create your quotation, sales invoice, credit note or sales order as normal.
2. In the Details tab, click the Smart Link icon in the Description field.
3. In the Edit Item Line window, complete the Description and Comment boxes as appropriate.
4. Enter your in the values section:

• Complete the Discount % box to discount as a percentage of the net invoice or order value
• Enter a one off discount value complete the Disc. box

5. Click OK.
   
   The Net value discount then splits between the number of item lines on the invoice/order.
   
   
6. If the invoice or order is now complete, click 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.

 NOTE: If you add, remove or amend items the Net Value Discount doesn't recalculate automatically. To recalculate, repeat the steps from step 2.