There are several ways to apply discounts to invoices, depending on your needs. Below is a guide to applying a discount to the invoices.
1. Applying a Discount to a Single Invoice
To add a discount to a specific invoice, follow these steps:
- Navigate to the Invoices page.
- Select the invoice you wish to modify and open it.
- Click on Edit Invoice.
- Choose the Discount Type (Flat or Percentage).
- Enter the Discount Amount.
- Save your changes by clicking Save Edit.
This process will update the invoice to reflect the new discounted total.
2. Applying a Discount to Bulk Invoices
Applying discounts to multiple invoices at once can save time, especially when handling overdue accounts. Follow these steps to apply a bulk discount:
- Navigate to the Invoices page.
Use the Filter option to locate the invoices you want to discount. For example, you can select all overdue invoices.
- Click Apply Filters to display the filtered invoices.
- Select the checkbox next to the Invoice ID; this will select all displayed invoices.
- On the right side of the screen, under Action, choose Apply or Remove Discount.
- Enter the Discount Amount and select the Discount Type (Flat or Percentage).
. Click Update Invoices to save the changes across the selected invoices.
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