Do you need to add a discount to an invoice? Would you like to be able to add a discount to a future billing cycle?
This article is to help you do just that!
There are two ways to add a discount to a customer's account.
The first way is by adding it directly to the invoice. The second way is to add it to a billing cycle.
To add it directly to an invoice, these are the steps.
1. Navigate to your Income Items page
2. Click on the blue 'plus' icon to add the discount.
3. Make sure that you enter a negative amount for the price of the income item
4. Save the income item
Once you've created the item, you can add it to the invoice!
1. Look up the desired customer
2. Navigate to the Invoice & Payments tab
3. Select the invoice
4. Edit the invoice
5. Add item and save.
And the discount has been applied!
Now to add a discount to a future invoice on the billing cycle, the first steps for creating the income item (if you haven't already created it) are the same as shown above.
Then to add it to the billing cycle, these are the steps.
1. Navigate to the Extra Work page under the More tab
2. Fill out the necessary information, select the discount as the extra item to bill
3. Save the extra work
3. Once the extra work has been saved, navigate to the Run Billing page
4. Run billing like normal
5. Once the invoices have been generated, find the customer you applied the extra work to
6. Click on 'add extra to invoice'
7. And you're good to go!
If you need any further assistance or have any questions please feel free to reach out to our Support Team at support@paythepoolman.com or call us at (951) 234 5166
Thank you and have a nice day!