Difference between revisions of "Assign Discount When Payment is Received"
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#REDIRECT [[Invoice_Discounts]] | #REDIRECT [[Invoice_Discounts]] | ||
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#Click '''Billing''' in the left-hand menu. | #Click '''Billing''' in the left-hand menu. | ||
#Click the '''Payments''' tab. | #Click the '''Payments''' tab. |
Latest revision as of 18:55, 25 April 2016
Redirect to:
- 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.