Showing a discount/credit on an invoice

Hey PetMinder​ to be sure that we provide you with the most accurate steps on how to do this would you mind sharing with us how this invoice was paid?

Hi Maggie, 

The invoice was paid by bank deposit. But it is the invoice for future services, which I haven’t issued yet, that I want to be able to add a negative amount to, or a ‘discount’ - something to denote that an amount has been deducted from the overall total. 

Ideally I’d like to be able to have :

Line 1 - 4 nights pet sitting @ $50 = $200

Line 2 - credit applied for night previously paid for but not used @ -$50

Invoice total 🟰 $150

 Thanks 🙂

Hey PetMinder​ here’s how to sort this out in Solo to ensure you have an accurate audit trail, your accountant will thank you later!

Step 1 Refund the full $100 from the original invoice to your CASH account (sometimes referred to as a contra account - think of this like your Solo piggy bank, you can use it to move money around when needed).

Step 2 Create a new invoice for $50. Add a quick note to your customer explaining that the original invoice has been reduced to $50 for services provided, and the remaining $50 will be credited towards their next invoice.

Step 3 Record a $50 payment for this new invoice to the CASH account. Don’t forget to email the updated invoice to your customer!

Step 4 Create a fresh new invoice for future services of $200.

Step 5 Apply the remaining $50 (from that earlier refund) as a payment to this new $200 invoice, again using the CASH account. The invoice will only show $150 due. Email this new invoice to your customer too.