Customer % discount for early payment (AccountRight) does not work!
Hi,
I am wanting to give a customer % discount for early payments in AccountRight. I have placed a discount in the card file and then also tried it against a particular invoice and it still doesnt work. Can you please help me.
Also can you explain exactly what it means in the card file when it says (Discount days)
Virgin Money isn't listed as an option for bank feeds, it could be because MYOB hasn't integrated with them yet. Sometimes, it takes a bit of time for them to add new banks. In the meantime, if you want to keep your transactions up to date, you can manually download your statement from Virgin Money and then upload it to MYOB. Import bank and credit card statements has detailed instructions to assist you.
Thanks for reaching out and my apologies for the delay in getting back to you.
I see you're looking for some guidance on setting up your discount days. Typically, these fields are left blank as they're often used for Prepaid and COD terms. However, I understand that every business has unique needs.
To get a better understanding of how the program handles credit terms, I'd suggest checking out our 'Credit Terms' article. It's a great resource and might provide the insight you're looking for.
If you still have questions after reading the article, feel free to share more details about your desired outcome and how your invoice terms are set. We're here to help you get this sorted.
If my response has answered your inquiry, please click "Accept as Solution" to assist other users find this information.
I have viewed your credit terms and i have followed exactly to what it says however it is still not working. The only time it works is when you amend a particular invoice and add discount through the Term's button within the invoice.
I want to apply it to entire account and its not letting me.
Can i speak to someone over the phone to help me. Could this be an API issue as our invoices are fed into MYOB from another system.
Thank you for your post and patience in waiting for a response.
I noticed that you'd raised a similar question back in February, and I've responded to it. Could you take a moment to revisit this post: https://community.myob.com/t5/AccountRight-Sales-and-Purchases/Customer-discounts/td-p/859095? I'm curious to know if you're still having trouble with customer discounts. If that's the case, could you share a screenshot of the credit terms applied to the customer card, the discount applied to invoices, and the settings of the linked account?
Please feel free to post if you require further assistance.
Cheers,
Princess
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work!","id":"message:858898","revisionNum":1,"repliesCount":6,"author":{"__ref":"User:user:323134"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"conversation":{"__ref":"Conversation:conversation:858898"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:858898"},"body":"
Hi,
I am wanting to give a customer % discount for early payments in AccountRight. I have placed a discount in the card file and then also tried it against a particular invoice and it still doesnt work. Can you please help me.
Also can you explain exactly what it means in the card file when it says (Discount days)
Your urgent attention would be much appreciated
","body@stringLength":"446","rawBody":"
Hi,
I am wanting to give a customer % discount for early payments in AccountRight. I have placed a discount in the card file and then also tried it against a particular invoice and it still doesnt work. Can you please help me.
Also can you explain exactly what it means in the card file when it says (Discount days)
Your urgent attention would be much appreciated
","kudosSumWeight":0,"postTime":"2024-02-23T10:04:25.823+11:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"AttachmentEdge","cursor":"MjUuMnwyLjF8b3w1fF9OVl98MQ","node":{"__ref":"Attachment:{\"id\":\"attachment:message858898AttachmentNumber1\",\"url\":\"https://community.myob.com/t5/s/myob/attachments/myob/Sales_and_Purchases/95578/1/Capture%20against%20particular%20invoice.PNG\"}"}},{"__typename":"AttachmentEdge","cursor":"MjUuMnwyLjF8b3w1fF9OVl98Mg","node":{"__ref":"Attachment:{\"id\":\"attachment:message858898AttachmentNumber2\",\"url\":\"https://community.myob.com/t5/s/myob/attachments/myob/Sales_and_Purchases/95578/2/Capture%20on%20card%20file.PNG\"}"}},{"__typename":"AttachmentEdge","cursor":"MjUuMnwyLjF8b3w1fF9OVl98Mw","node":{"__ref":"Attachment:{\"id\":\"attachment:message858898AttachmentNumber3\",\"url\":\"https://community.myob.com/t5/s/myob/attachments/myob/Sales_and_Purchases/95578/3/Capture%20payment%20allocation.PNG\"}"}}]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"TagEdge","cursor":"MjUuMnwyLjF8b3wxMHxfTlZffDE","node":{"__typename":"Tag","id":"tag:Customer % discount","text":"Customer % discount","time":"2024-02-23T10:04:25.823+11:00","lastActivityTime":null,"messagesCount":null,"followersCount":null}}]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:858898_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":265},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"searchSnippet":"Hi, I am wanting to give a customer % discount for early payments in AccountRight. I have placed a discount in the card file and then also tried it against a particular invoice and it 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Customer % discount for early payment (AccountRight) does not work!","moderationData":{"__ref":"ModerationData:moderation_data:859960"},"body":"
Thanks for reaching out and my apologies for the delay in getting back to you.
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I see you're looking for some guidance on setting up your discount days. Typically, these fields are left blank as they're often used for Prepaid and COD terms. However, I understand that every business has unique needs.
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To get a better understanding of how the program handles credit terms, I'd suggest checking out our 'Credit Terms' article. It's a great resource and might provide the insight you're looking for.
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If you still have questions after reading the article, feel free to share more details about your desired outcome and how your invoice terms are set. We're here to help you get this sorted.
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\n
If my response has answered your inquiry, please click \"Accept as Solution\" to assist other users find this information.
Thanks for reaching out and my apologies for the delay in getting back to you.
\n
\n
I see you're looking for some guidance on setting up your discount days. Typically, these fields are left blank as they're often used for Prepaid and COD terms. However, I understand that every business has unique needs.
\n
\n
To get a better understanding of how the program handles credit terms, I'd suggest checking out our 'Credit Terms' article. It's a great resource and might provide the insight you're looking for.
\n
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If you still have questions after reading the article, feel free to share more details about your desired outcome and how your invoice terms are set. We're here to help you get this sorted.
\n
\n
If my response has answered your inquiry, please click \"Accept as Solution\" to assist other users find this information.
\n
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Thanks, Genreve
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Hi Genreve,
I have viewed your credit terms and i have followed exactly to what it says however it is still not working. The only time it works is when you amend a particular invoice and add discount through the Term's button within the invoice.
I want to apply it to entire account and its not letting me.
Can i speak to someone over the phone to help me. Could this be an API issue as our invoices are fed into MYOB from another system.
I have viewed your credit terms and i have followed exactly to what it says however it is still not working. The only time it works is when you amend a particular invoice and add discount through the Term's button within the invoice.
I want to apply it to entire account and its not letting me.
Can i speak to someone over the phone to help me. Could this be an API issue as our invoices are fed into MYOB from another system.
Please advise
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Thank you for your post and patience in waiting for a response.
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I noticed that you'd raised a similar question back in February, and I've responded to it. Could you take a moment to revisit this post: https://community.myob.com/t5/AccountRight-Sales-and-Purchases/Customer-discounts/td-p/859095? I'm curious to know if you're still having trouble with customer discounts. If that's the case, could you share a screenshot of the credit terms applied to the customer card, the discount applied to invoices, and the settings of the linked account?
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Please feel free to post if you require further assistance.
Thank you for your post and patience in waiting for a response.
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I noticed that you'd raised a similar question back in February, and I've responded to it. Could you take a moment to revisit this post: https://community.myob.com/t5/AccountRight-Sales-and-Purchases/Customer-discounts/td-p/859095? I'm curious to know if you're still having trouble with customer discounts. If that's the case, could you share a screenshot of the credit terms applied to the customer card, the discount applied to invoices, and the settings of the linked account?
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Please feel free to post if you require further assistance.
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Cheers,
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Princess
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Upon further review and replication on my end, I've observed that the discounts aren't appearing or being applied to invoices due to the set discount days being 60. It's important to rectify this, as setting the discount days to 60 isn't feasible if your due days are only 30. I recommend adjusting the discount days and creating a dummy invoice for that customer. This should enable you to apply for or view the discount. Please be aware that this adjustment will only be reflected in newly created invoices.
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Please feel free to reach out if you require further assistance.
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If my response has answered your inquiry, please click \"Accept as Solution\" to help other users find this information.
Upon further review and replication on my end, I've observed that the discounts aren't appearing or being applied to invoices due to the set discount days being 60. It's important to rectify this, as setting the discount days to 60 isn't feasible if your due days are only 30. I recommend adjusting the discount days and creating a dummy invoice for that customer. This should enable you to apply for or view the discount. Please be aware that this adjustment will only be reflected in newly created invoices.
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Please feel free to reach out if you require further assistance.
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If my response has answered your inquiry, please click \"Accept as Solution\" to help other users find this information.
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Cheers,
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Princess
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