Showing a discount/credit on an invoice

We love that idea! For now, percentage is the way to go, but we think this idea deserves a spot of it's own on the forum so that other Solmates can vote and give their own feedback! 

I've gone ahead and moved it to our Idea section here: 

Flat rate discounts | MYOB Community 

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.

Hey PetMinder​, 

We just wanted to let you know, Invoice discounts are nearly here. No exact date yet, but it’s officially on the roadmap, so keep an eye out!

Thanks, 
Hannah

That’s awesome Hannah, thanks for sharing! I will look forward to this addition, as I will get a lot of use out of it ⭐️

Hi, where do I watch to see when this becomes available please?

Hey PetMinder​ I recommend watching the Solo News space. I don't want to give away too many of Santa's secrets 🎅 on the first day of December but between you and me, I don't think you'll be watching for too much longer!

Thanks for the tip! 
🤐

Hey PetMinder​ 

Line item discounts are now LIVE! Make sure to update your app to version 7.6 and give it a whirl. You can see more on discounts here, as well as info on the other cool features in this version. 

It's thanks to Solmates like you that Solo keeps getting better and betters, so keep the ideas and feedback coming!