Invoice Discount Rules

This option becomes handy when Discount is required to be applied to invoice as a whole. Go to main menu and click on the Rules dropdown menu, hover the mouse over Discount Rules and then click on Invoice Discount Rules. The invoice Discount Rules table will appear as shown in below image:-

Adding New Invoice Discount Rule

On the toolbar of the Invoice Discount Rules table press the button and a dialog will appear as shown in the image below.

Type in the Name of the Rule and select the Type from the dropdown list containing options as shown in the image below:-

Next step is to enter value for the Percentage or Fixed as shown in the image below:-

Next step is to select the condition from the dropdown list containing options as shown in the image below:-

Next step is to enter the value relevant to the selected condition. If the value is left as zero, then the rule will always be applied.

Next step is to select the discount starting date and ending date.

When all relevant values have been entered or selected, then press the button to save the rule.

Modifying Existing Invoice Discount Rule

Double click the Invoice Discount Rule or click on the Rule in the Invoice Discount Rules table and then press the button on toolbar of the Invoice Discount Rules table. A dialog will appear as shown in the image below. The only option is to mark an Invoice Discount Rule as Inactive. If any change in values is reuquired, then mark the rule as Inactive and create a new Invoice Discount Rule.