Difference between revisions of "Assign Discount When Payment is Received"
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(Created page with "#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....") |
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Line 1: | Line 1: | ||
− | #Click Billing in the left-hand menu. | + | #Click '''Billing''' in the left-hand menu. |
− | #Click the Payments tab. | + | #Click the '''Payments''' tab. |
#Locate the desired member from which to receive payment. | #Locate the desired member from which to receive payment. | ||
− | #Click View Credits & Discounts. | + | #Click '''View Credits & Discounts'''. |
− | #Click Add Discount. | + | #Click '''Add Discount'''. |
#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: '''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. |
− | 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]] |
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.