Assign Discount When Payment is Received

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.

Figure 3-19 Invoice Discount screen

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.

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.