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| + | #REDIRECT [[Invoice_Discounts]] |
| − | <div style="text-align: left;">[[ChamberMaster_Billing-TableOfContents|Table of Contents]] | [[ChamberMaster_Billing-Discounts|Previous]] | [[ChamberMaster_Billing-Assign_Discount_When_Payment_is_Received|Next]] | [[ChamberMaster_Billing-Index|Index]]</div>
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| − | <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
| + | __NOINDEX__ |
| − | <span>[[ChamberMaster_Billing-Payments_Sales_Receipts_Credits_and_Deposits|Payments, Sales Receipts, Credits, and Deposits]]</span> : <span>[[ChamberMaster_Billing-Discounts|Discounts]]</span> : Assign Discount Before Payment is Received</div>
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| − | <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 18pt;"><span id="wwpID0E0U40HA">Assign Discount Before Payment is Received</span></div>
| + | #Click '''Billing''' in the left-hand menu. |
| − | <div style="margin-left: 18pt;">
| + | #Click the '''Invoices''' tab. |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| + | #Locate the desired invoice where a discount should be applied. |
| − | <tr valign="baseline">
| + | #Click the '''New Transaction''' drop-down arrow. |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
| + | #:[[File:New_Transaction_-_Add_Discount.jpg|framed|none|Assign Discount before payment is received]] |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0T40HA">Click </span><span style="font-weight: bold;">Billing</span> in the left-hand menu.</div></td>
| + | #Click '''Add Discount'''. |
| − | </tr>
| + | #Type the Discount Amount, Notes/Memo (if desired), and double-check the Discounted Item and Discount Account. |
| − | </table>
| + | #:[[File:Invoice Discount Screen.jpg|framed|none|Input discount amount]] |
| − | </div>
| + | #:If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction. |
| − | <div style="margin-left: 18pt;">
| + | #Click Save Discount. |
| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
| + | #Click Show Balance Summary to view the assignment of this discount. |
| − | <tr valign="baseline">
| + | #:[[File:Show_Balance_Summary.jpg|framed|none|Show Balance Summary]] |
| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
| + | #:[[File:Discount Balance Summary.jpg|framed|none|Balance Summary displayed]] |
| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0S40HA">Click the </span><span style="font-weight: bold;">Invoices</span> tab.</div></td>
| + | #This invoice will display the new amount when payment is received. At that time you may view the discount by clicking View Credits & Discounts. |
| − | </tr>
| + | #:[[File:View Credits & Discounts.jpg|framed|none|View Credits & Discounts on the Payments tab]] |
| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0R40HA">Locate the desired invoice where a discount should be applied.</span></div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Q40HA">Click the </span><span style="font-weight: bold;">New Transaction</span> drop-down arrow.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0P40HA">[[Image:ChamberMaster_Billing-Assign_Discount_Before_Payment_is_Received-CMBilling.1.066.1.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0O40HA">Figure 3-14 Assign Discount before payment is received</span></div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N40HA">Click </span><span style="font-weight: bold;">Add Discount</span>.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M40HA">Type the </span><span style="font-weight: bold;">Discount Amount</span>, <span style="font-weight: bold;">Notes/Memo</span> (if desired), and double-check the <span style="font-weight: bold;">Discounted Item</span> and <span style="font-weight: bold;">Discount Account</span>.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0L40HA">[[Image:ChamberMaster_Billing-Assign_Discount_Before_Payment_is_Received-CMBilling.1.066.2.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0K40HA">Figure3-15 Input discount amount</span></div>
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0J40HA">If </span><span style="font-family: Calibri; font-size: 9pt;">Transaction Classes</span> have been created, a <span style="font-weight: bold;">Class</span> drop-down selection will appear on the screen. Select the desired <span style="font-weight: bold;">Class</span> for this transaction.</div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I40HA">Click </span><span style="font-weight: bold;">Save Discount</span>.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H40HA">Click </span><span style="font-weight: bold;">Show Balance Summary</span> to view the assignment of this discount.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0G40HA">[[Image:ChamberMaster_Billing-Assign_Discount_Before_Payment_is_Received-CMBilling.1.066.3.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0F40HA">Figure 3-16 Show Balance Summary</span></div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0E40HA">[[Image:ChamberMaster_Billing-Assign_Discount_Before_Payment_is_Received-CMBilling.1.066.4.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0D40HA">Figure 3-17 Balance Summary displayed</span></div>
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| − | <div style="margin-left: 36pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0C40HA">This invoice will display the new amount when payment is received. At that time you may view the discount by clicking </span><span style="font-weight: bold;">View Credits & Discounts</span>.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0B40HA">[[Image:ChamberMaster_Billing-Assign_Discount_Before_Payment_is_Received-CMBilling.1.066.5.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0A40HA">Figure 3-18 View Credits & Discounts on the </span><span style="font-weight: bold;">Payments</span> tab</div>
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| − | </div>
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Assign Discount before payment is received
Input discount amount
Show Balance Summary
Balance Summary displayed
View Credits & Discounts on the Payments tab
