How can I show proposed discounted amount on customer statement?

Question

I would like to introduce % discount for early payment to my customers.

I have set this information up in their customer card, but it seems irrelevant when the statement is printed. I have to manually show them the discount they would recieve for every invoice which becomes very time consuming.

Is there a way to show proposed discount for early payment on Statements?

Your help would be greatly appreciated.

Genreve_S · Answer

Hi @HammerHire1,

Thanks for the response.

At present, only the Invoice Transactions report displays discount amounts. It would be beneficial to share this as a suggestion on the Ideas Exchange board for increased visibility to our development team.

Should you need further assistance, don't hesitate to start a new thread.

Thanks,

Genreve

HammerHire1 · Answer

Hi Shella,

Thank you for your quick response. It is a shame i cannot display this to my customers. Is there any report in MYOB system i can produce to show proposed discounts? If not can MYOB help build one?

Shella_A · Answer

Hi @HammerHire1,

Thanks for your post. They don't appear on either the invoice or statement; they owe the amount shown; however, should they pay within the discount period, the discount amount will be applied. You could create a comment that refers to the discount and assign it to the client's care, then include that on the invoice. On the statement, there is a column for discounts applied to payments, but not for possible discounts if paid within the discount period.

The help article on customer discounts and credit terms will give you full, detailed information on this.

Feel free to reply if you need further help. I also recommend getting in touch through our online help center, MOCA, whenever you need immediate assistance.

Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

Kind regards,

Shella