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How to do Line Item Discounts

Overview

The following tutorial explains how to do line item discounts. You can also do global discounts. More information regarding global discounts is available at the following link. http://app1.studiocloud.com/support/index.php?/article/AA-00547/82/How-to-Add-a-Global-Discount-to-an-Invoice.html


How to do Line Item Discounts


How to do Line Item Discounts

  1. Click on the Point of Sale component
  2. Click on the Point of Sale tab
  3. Click on the Invoices/Estimates/Quotes button
  4. Create a new invoice or find and edit an existing invoice
  5. Make sure the columns related to the line item discount are being displayed
    1. For instructions on how to view those columns please see the section below named How to View Line Item Discount Columns in the Invoice
  6. Add the product(s) to the invoice that you want to discount
  7. Select the discount type which is either a percentage of the product total (%) or a fixed dollar amount ($) 
  8. Select when the discount should be applied
    1. < - This means the discount should be applied before the taxes have been calculated for this product and should be subtracted from the taxable amount
    2. > - This means the discount should be applied after the taxes have been calculated for this product and should be added to the taxable amount
    3. = - This means the discount should be applied at the same time as the taxes and therefore the discount and taxes are not affected by one another
  9. Enter the discount amount
  10. Continue steps 1-9 for each of the products that you want to discount

How to View Line Item Discount Columns in the Invoice

  1. Click on the Point of Sale component
  2. Click on the Point of Sale tab
  3. Click on the Invoices/Estimates/Quotes button
  4. Create a new invoice or find and edit an existing invoice
  5. Click the View Columns button on the bottom left and make sure the follow columns are checked
    1. Discount Type
    2. Discount Applied
    3. Discount Amount
    4. Subtotal Before Discount
    5. Discount
    6. Subtotal After Discount
    7. Tax Total
    8. Total
  6. If you want to make this default layout then be sure to click the Save as Default Layout option in the View Columns menu