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Creating Invoice Discount Definitions

You may want to provide discounts on your goods and services to certain customers. To be able to apply a discount, you need to create a discount definition in the Invoice Discount Maintenance dialog box. There are several ways to access this dialog box.

To create invoice discount definitions:
  1. Choose Sales > Manage Invoice Discounts.
    If you're managing customers, on the Detail tab of the Customer Detail dialog box, click the Discount link.
    If you’re working with invoices, in the Invoices dialog box, click the Apply Discounts button. In the Invoice Discounts dialog box, click Manage Discounts.
  2. In the Invoice Discount Maintenance dialog box, to add a new discount, if necessary, click Add.
    By default, when you open this dialog box the first time, there is a blank row available.
  3. Type a Discount Name for applying this discount.
  4. In the Display As box, type text as you would like it to appear on invoices.
  5. Either type a dollar amount in the Default Amount box or type a percentage discount in the Default Percent box.
  6. For percentage discounts, to apply the percentage discount to all the items on the invoice, select Entire invoice. (The discount line item can appear anywhere on an invoice.)
    To apply the percentage discount to a single line item, select Previous line. (When you place the discount on your invoice, place it below the item to which you want the discount to apply.)For more information, see Applying Discounts to an Invoice. [XREF]
  7. To save the new discount definition, click OK.
To edit a discount definition:
  1. Choose Sales > Manage Invoice Discounts.
    If you're managing customers, on the Detail tab of the Customer Detail dialog box, click the Discount link.
    If you’re working with invoices, in the Invoices dialog box, click the Apply Discounts button. In the Invoice Discounts dialog box, click Manage Discounts.
  2. In the Invoice Discount Maintenance dialog box, make any necessary changes to the discount definition(s).
  3. To save any changes, click OK.
To delete a discount definition:
  1. Choose Sales > Manage Invoice Discounts.
    If you're managing customers, on the Detail tab of the Customer Detail dialog box, click the Discount link.
    If you’re working with invoices, in the Invoices dialog box, click the Apply Discounts button. In the Invoice Discounts dialog box, click Manage Discounts.
  2. In the Invoice Discount Maintenance dialog box, click one of the boxes in the discount's row.
  3. Click Delete.
  4. In the confirmation message box, click Yes.
  5. To save any changes, click OK.