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.

Figure 3-14 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.

Figure3-15 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.

Figure 3-16 Show Balance Summary

Figure 3-17 Balance Summary displayed

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

Figure 3-18 View Credits & Discounts on the Payments tab