Assign Discount When Payment is Received

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  1. Click Billing in the left-hand menu.
  2. Click the Payments tab.
  3. Locate the desired member from which to receive payment.
  4. Click View Credits & Discounts.
  5. Click Add Discount.
  6. The Invoice Discount screen will display.
  7. 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.
  8. Click Save Discount.