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 expens...
  • 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.

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
5 years ago

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
    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.

    • Louise_xoz's avatar
      Louise_xoz
      Experienced User
      5 years ago

      Thank you 

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