I have one customer who gets a 10% discount for prompt payment of their invoices.
I have set this information up in their customer card, but it seems irrelevant when the statement is printed. I have to manually put the discount in for every invoice which becomes very time consuming.
I have seen a previous post back in 2016 asking a similar question.
Your help would be greatly appreciated.
Hi RB28
Sorry to see that no one has offered assistance with your query. When printing or emailing the Customer Statements, there are 2 different types - Invoice and Activity.
If you are viewing the Invoice Statement type, then it will only show unpaid invoices. If you would like to view the discounts previously given; you would need to view the Activity Statement type, and filter the date range to cover the date of that previously applied discount.
If that is what you are viewing and still not seeing the discount line, could you please take a screenshot of the discount transaction and attach it with the customer statement in your reply so I can investigate further?
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
