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.
Discounts
Discounts allow you to set a % value which will be applied automtically whenever an invoice is generated.
Please note: 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.
Because these discount settings are automatic, if chages 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.
Surcharges
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
The last 2 options are determined by the fact that the time and expense details have been added via the main Timesheets or Expenses screens when generating the Invoice, or added to the Invoice using the Temp Timesheets or Temp Expenses options within the invoice only.
Please note: 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.
Because these surcharge settings are automatic, if chages are made to the Client's surcharge percentage or application settings, existing invoices will not be updated, however re-opening and existing invoice will apply the new surcharge and will be updated if that invoice is saved.
If surcharge percentages are to differ on various invoices, please use the Add Invoice Item to add a positive surcharge value instead of using the automatic surcharges.