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Billy1's avatar
Billy1
User
4 years ago
Solved

Discount wont apply for partial payment

MYOB AccountRight Standard

 

A customer has made a partial payment and I have been asked to give them a $30 contribution (Discount) to their overall outstanding balance. Although when applying the $30 under the discount section of Receive Payments it will not apply after being recorded. Is there a way / another way to do this? 

 

Thanks so much.

Sales
  • The_Doc's avatar
    The_Doc
    4 years ago

    Hi Billy1 

     

    Go to Linked Accounts under Setup and ensure you have that box ticked - I give discounts on early payments.

     

    though I personally hate this - I do it another way - perhaps 2 come to mind

     

    1. Open the invoice - create a discount item (create Expense Account Called Discounts) and allocate this item to that - then apply a - 1 x discount  $30 line in their invoice 

    or 1. create a separate discount invoice for the client and apply it to this invoice 1st before the payment.

     

    The problem with doing discounts that way is MYOB does entries in the background that have to be spearately deleted if you have to delete the payment - which can be painful or simply forgotten.

     

    The Doc

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  • The_Doc's avatar
    The_Doc
    Ultimate Partner
    4 years ago

    Hi Billy1 

     

    Go to Linked Accounts under Setup and ensure you have that box ticked - I give discounts on early payments.

     

    though I personally hate this - I do it another way - perhaps 2 come to mind

     

    1. Open the invoice - create a discount item (create Expense Account Called Discounts) and allocate this item to that - then apply a - 1 x discount  $30 line in their invoice 

    or 1. create a separate discount invoice for the client and apply it to this invoice 1st before the payment.

     

    The problem with doing discounts that way is MYOB does entries in the background that have to be spearately deleted if you have to delete the payment - which can be painful or simply forgotten.

     

    The Doc

  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago

    Hi Billy1 

     

    Discounts offered on invoices within AccountRight do require the invoice to be fully paid to have that discount applied. 

     

    Should a partial payment amount require that discount, you would be looking at recording a separate negative invoice for that customer for that discount amount. You would then apply that credit note (negative invoice) to the invoice. Alternatively, enter a separate line on that invoice as a negative to reduce the amount to be paid.