Invoice Discounts

There are two types of discounts within the ChamberMaster/MemberZone database. Event discounts and Invoice Discounts.

Event Discounts

See Event Discounts

Invoice Discounts

A discount may be applied to a particular invoice at the time of payment or prior to payment received. A discount is associated with a specific invoice and may only be removed by accessing the assigned invoice. In contrast, Credits do not have to be assigned to a particular invoice.

Assign discount before payment is received

1. Click Billing in the left-hand menu.
2. Click the Invoices tab.
3. Locate the desired invoice where a discount should be applied.
4. Click the New Transaction drop-down arrow.

   

   Assign Discount before payment is received

5. Click Add Discount.
6. Type the Discount Amount, Notes/Memo (if desired), and double-check the Discounted Item and Discount Account.

   

   Input discount amount

   If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction.

7. Click Save Discount.
8. Click Show Balance Summary to view the assignment of this discount.

   

   Show Balance Summary

   

   Balance Summary displayed

9. This invoice will display the new amount when payment is received. At that time you may view the discount by clicking View Credits & Discounts.

   

   View Credits & Discounts on the Payments tab