HOW DO WE GIVE GLOBAL DISCOUNTS

Created by MARIA LOURDES FUERTE, Modified on Thu, 28 Nov, 2024 at 3:58 PM by MARIA LOURDES FUERTE

A2000 ONLINE SUPPORT DEPARTMENT

KNOWLEDGE BASE

DESCRIPTION: How do we give a global discount to an invoice?

CAN WE USE THE ROUNDING DISCOUNT FIELD?

No, you cannot use the rounding discount field. It is typically limited only to a non-material 1-cent as it cannot take into account GST/VAT in the transaction.

Why Can’t We Open This Field For Bigger Numbers?

It is disallowed because the line items could consist of multiple lines of different GST types and rates in each transaction. A global discount applied on the bill has no logic available, to enable a backflow of that discount to the line items – to apply the GST tax.

HOW CAN WE APPLY GLOBAL DISCOUNT TO A TRANSACTION?

All global discounts should be entered in the line detail as an amount with tax code selected.

1. Create a service product namely 'DISCOUNT' in Product & Service Maintenance.

2. Assuming you want to apply a $50 discount to a bill, enter -1 as Quantity and $50.00 as the Unit Price. The row will then reflect as -$50 and net off at the sub-total.

NOTE: A negative value at line item is allowed only if (a) it is a service item and (b) the negative value in that line does not cause the sub-total to be less than zero.

3. Save transaction and the global discount is applied.

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