Forum Discussion

HammerHire1's avatar
HammerHire1
Contributing User
3 months ago
Solved

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 does...
Customer % discount
  • Princess_R's avatar
    Princess_R
    2 months ago

    Hi HammerHire1,

     

    Thanks for your response.

     

    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.

    Please feel free to reach out if you require further assistance. 

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess

Genreve_S's avatar
Genreve_S
MYOB Moderator
3 months ago

Hi HammerHire1, 

 

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.

 

Thanks,
Genreve

  • HammerHire1's avatar
    HammerHire1
    Contributing User
    3 months ago

    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.

     

    Please advise

    • Princess_R's avatar
      Princess_R
      MYOB Moderator
      2 months ago

      Hi HammerHire1,

       

      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

      • HammerHire1's avatar
        HammerHire1
        Contributing User
        2 months ago

        Hi, 

         

        Thank you for replying back to me.

         

        I have read my previous post and i still didn't get the answer i was looking for:

        1. I have tried adding discount through Customer card file, didn't work. (Attached 2 screen shots. 1 showing the amendment to the customer card and 2 showing you when taking a payment how discount doesn't appear)

        2. I have put the discount on individual invoice (this worked however i want to apply it to the customer card. I dont want to have to put it on each invoice, this is very time consuming when we invoice each customer multiple invoices weekly from  a different system that then feeds into MYOB)