Apply a discount

Discounts can be applied or indicated on transaction forms related to sales, purchases, and refunds. These include:

  • Sales quotes
  • Sales orders
  • Sales invoices
  • Credit notes
  • Purchase orders
  • Purchase invoices
  • Debit notes

The option lets you show customers discounts you are extending. It also lets you record how much of a discount, if any, a supplier has extended to you.

The Discount column is not normally displayed to save space. Where discounts can be applied, a checkbox appears on the entry form:

If the checkbox is activated, you can choose between Percentage or Exact amount options:

Selecting the Percentage option will add a Discount column where you will be able to enter the percentage.

Choosing the Exact amount option allows you to enter a fixed amount.

Although the checkbox activates the column for the entire form, discounts must be entered line item by line item.

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