Adding a Discount to the Invoice Total

The system provides you with the ability to add a discount to the invoice as a whole, or at the item level only. This is explained below.

Discount at the Invoice Total Level

To apply a discount to the invoice items total, follow these steps:

1. Click on “Sales” from the main menu.
2. Click on “Create Invoice”.
   • For more details on how to create an invoice, refer to the “Creating a Sales Invoice“ guide.
3. Click on “Discount & Adjustment” below the item table in the invoice.
4. Select the discount type, whether it is a “Percentage” or an “Amount”.
5. Enter the required discount value.
   • Note: The allowed discount percentage may be affected depending on the sales person when activating the “Maximum Discount” feature. For more details, refer to the “Employees Maximum Discounts” guide.
6. The effect of the discount will appear directly in the invoice table, with the total invoice amount after the discount.