Edition: Professional, Business, Enterprise
User-level: System Administrator
Previous steps: N/A
Discount an invoice by applying a negative office expense transaction against it.
Create a Discount office expense rate
Create a new Office Expense rate called 'Discount'
Organisation drop down > Settings > Financial > Rates
Select 'Add' in the top right hand corner > Office expense
Enter the information like so:
Set the name as 'Discount'
Set Cost to 0.00
Set Charge value as -1.00
4.Click 'Save' in the top right hand corner
Add an hourly rates 'Discount' stage (optional)
Add a Discount stage and task to the work breakdown.
From the work breakdown, select 'Edit' in the top right-hand corner
Hover over an existing stage and press the blue '+'.
Give the stage a name and select save
Ensure the stage fee type is 'Hourly rates'
Add a task called 'Discount' under the Discount stage
Edit the work breakdown (optional)
Move the Discount stage under the stage you would like to discount.
From the work breakdown, hover over the discount stage and select the up arrow.
Place the discount stage directly underneath the phase/stage where you want it to appear in the invoice.
Click 'Save' in the top right-hand corner.
Add the office expense against the project
Create an office expense and allocate it to your 'Discount' stage.
Go to Organisation menu > Office expenses.
Enter the Project, Discount stage and task, and the Discount rate.
In number of units, type in the $ amount you would like deducted e.g. '500' would come through as minus ($500)
Click 'Save' in the top right-hand corner.
Raise an invoice
Now that you've created your discount, you can apply it to an invoice.
Navigate to the project invoice screen > select 'Add' in the top right hand corner.
Include the Discount stage by ticking the check box next to the stage name.
Save and finalise
Tip: If the stage invoice value doesn't update after you include the stage in the invoice, click on the stage name to open it up and view the transactions, then save it. That will update the stage total with the negative value.
This is a great workaround to add a discount to an invoice.
Where to next?
What other features does this relate to?
Invoices