Discounts

Discounts

Discounts may be applied to Sales Documents in AccountingSuite in several ways:
  1. On the order total as a percentage or a flat amount;
  2. On the individual lines on a sales document
  3. On the cash receipt

Applying a Discount on the Order Total

To apply a discount on the order total, use the fields at the bottom of the order (see screen shot below)

  1. First click either the % or the $ to choose the discount type (1)
  2. Enter the percentage or or the amount of the discount (2)
  3. The Discount total and percentage will appear in the totals line (3)

Discounting Line Items

Discounts may also be calculated on a line by line basis.

  1. On the line, enter a percent or an amount in the Discount column.
  2. Choose % to apply the number as a percentage  or $ to apply it as a flat amount.



You can autofill the values by defining a default and filling the lines.   Click the discounts tab (1) in the order and check the checkbox labeled Discount line items by (2) and enter an amount or a percentage. (3)

Adding Discounts on Cash Receipts

Discounts may be added on Cash Receipts.    

On the cash receipt, enter the amount of the discount in the Discount Column on the Invoice Line.   The total will be decreased by the amount entered.

    • Related Articles

    • How do I set up the early payment discount and days to discount in payables and receivables?

      To use early payment discounts, the feature must be enabled in Settings.   Once enabled, the payment term will have two additional fields:   Discount amount (as a percentage) and number of days which will be the number of days from the date of the ...

    • The New AccountingSuite™ Document Footer

       We've redesigned the document footer so that it's consistent across documents where totals are shown.  It includes: Information that you'd expect to see in an easy to read format. Line total - Discounts = Subtotal + Shipping + Sales tax  = Total.  ...

    • Default Posting Accounts

      Default Posting Accounts​ These accounts are used in various situations in the software and may be changed on individual documents. Set the following default posting accounts to use when another account has not been specified: Bank Undeposited Funds ...

    • Chihuahua - Release Notes (Late March 2014)

      Expanded Classes! Classes may now be used on individual document lines and have also been added to Timetracking Deposits and Bills now record Classes. Reporting Enhancements! The income statement and balance sheet reports now show sub-accounts in ...

    • Webhooks

      Introduction Some of the ways your developed application can communicate with us (AccountingSuite application) are: a) Polling our API (You call us). b) Webhooks (We call you). This article will focus on us calling you (Webhooks). Webhooks are one of ...