Forum Discussion

Louise_xoz's avatar
Louise_xoz
Experienced User
5 years ago

DISCOUNT LINE ITEM FOR INVOICES

Hello,

I need to create a simpel line item for discounts to the overall invoice value.  

This owuld be a negative nymber entry to reflect as a discount, to be used for co op marktg, or other expense.

Thanks.

  • Neil_M's avatar
    Neil_M
    5 years ago

    Hi Louise_xoz 

     

    Items can only have a positive amount when being created in the Items List. That said when using the item you will have to enter it in as a negative quantity. This will apply the discount to the item invoice so that the amount of the invoice will be discounted.

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  • Neil_M's avatar
    Neil_M
    Former Staff

    Hi Louise_xoz 

     

    Within AccountRight, if you’re using item invoices and need to create a discount item to use regularly this is created in the same was as a normal item. The only difference is that when using the discount item, it would be entered in as a negative quantity

     

    For service invoices, as these don’t use items, you’d need to enter in the discount line manually.

    • Louise_xoz's avatar
      Louise_xoz
      Experienced User

      When I create a new item to use as an invoice line - I can't create a fixed negative value, nor modify it to any negative value. 

       

      Obviously a problem between the chair and keyboard!

       

      Thanks - Louise.

      • Neil_M's avatar
        Neil_M
        Former Staff

        Hi Louise_xoz 

         

        Items can only have a positive amount when being created in the Items List. That said when using the item you will have to enter it in as a negative quantity. This will apply the discount to the item invoice so that the amount of the invoice will be discounted.