1. You can apply Discounts and Surcharges at the Client level and have these automatically apply to the Invoices raised for those Clients. The ability to set automatic discount and surcharge details is within the Invoicing Details section of the client record.
2. Discounts allow you to set a % value which will be applied automtically whenever an invoice is generated. In line with general accounting practice, Discount is applied before Sales Taxes are applied so will appear after all Invoice Items and before the Taxation.
3. Surcharges allow you to setup a % value which will be applied automatically whenever an invoice is generated. Surcharges can be applied to different aspects of an invoice and the options are:
- None
- All Invoice Items
- Time & Expense Items Only
- Non Time & Expense Items Only
In line with general accounting practice, Surcharges is applied before Sales Taxes are applied so will appear after all Invoice Items and before the Taxation.
4. Select the "All Invoice Items" option.
5. Click "Add Item" in an invoice to see this applied.
6. Click "Invoice Item"
7. Click "Ok"
8. You can see the discount / surcharge has automatically been applied.
Because these discount/surcharge settings are automatic, if changes are made to the Client's discount percentage, existing invoices will not be updated, however re-opening and existing invoice will apply the new discount % and will be updated if that invoice is saved.
If discount percentages are to differ on various invoices, please use the Add Invoice Item to add a negative value instead of using the automatic discounts.
