Difference between revisions of "Assign Discount When Payment is Received"
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#The Invoice Discount screen will display. | #The Invoice Discount screen will display. | ||
#Type the '''Discount Amount, Notes/Memo''' (if desired), and double-check the '''Discounted Item''' and '''Discount Account'''. | #Type the '''Discount Amount, Notes/Memo''' (if desired), and double-check the '''Discounted Item''' and '''Discount Account'''. | ||
− | # | + | #:'''Note: '''The Discount Account must be identified as an Income account in Setup->Chart of Accounts. In Figure 3-19 above, a special Income account titled “Membership Dues Discounts” has been created that will maintain a list of discounted membership dues specifically for keeping track of early payment discounts. |
#:'''Note:''' If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction. | #:'''Note:''' If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction. | ||
#Click '''Save Discount.''' | #Click '''Save Discount.''' | ||
[[Category:Billing]] | [[Category:Billing]] |
Revision as of 15:14, 7 September 2015
- Click Billing in the left-hand menu.
- Click the Payments tab.
- Locate the desired member from which to receive payment.
- Click View Credits & Discounts.
- Click Add Discount.
- The Invoice Discount screen will display.
- Type the Discount Amount, Notes/Memo (if desired), and double-check the Discounted Item and Discount Account.
- Note: The Discount Account must be identified as an Income account in Setup->Chart of Accounts. In Figure 3-19 above, a special Income account titled “Membership Dues Discounts” has been created that will maintain a list of discounted membership dues specifically for keeping track of early payment discounts.
- Note: If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction.
- Click Save Discount.