How Do I Apply Discounts?

Discount refers to a reduction in the usual bill or invoice amount. In Web Suite, you can apply a discount to an invoice prior to processing it. You can do it in the Billing Review or Manual Invoice screen.

The discount reduces the final invoice amount after taxes. It does not reduce the tax amount of service or expense. However, you can change this setting in Global Settings-Billing panel. Proper security permission is required to apply a discount.

To apply a discount:

1. Open Billing Review screen from the Billing menu.
2. Set the usual filters for viewing the billing records. Click Refresh to view the billing records in the grid.
3. Enter a dollar amount in the Discount column of the desired record. For example, enter 250 to reduce the net bill by $250.
4. To process the billing record, check its Bill column.
5. Click Process to create a final invoice. The record disappears here and appears as an invoice in the Invoice Review screen.
6. When you have finished, click Close.

Web Suite reduces the Net Bill amount by whatever amount you enter here.