How to Add a Discount Item

This topic shows you how to add a discount item to your Invoice Items library. A discount item is a fixed amount discount that you can add as a line item to an invoice. You can add the discount when you create a new invoice or add it to an existing invoice.

1. Click to display the Invoice Items page.

2. In the toolbar, click .

The Create New Item window opens:

3. Specify details of the invoice item:

An asterisk (*)  indicates a required field.

• Description: a descriptive name for the item, for example, "Tuition Discount for Multiple Students."

The description you provide appears on your reports, invoices, and statements.

• Unit Price: the discount amount.   
• Fund: the fund the invoice item is associated with.
• Item Options: select the Discount Item checkbox to indicate that the item is a discount item.

The amount in the Unit Price field is now displayed in red text to indicate that the amount is a discount. The application will automatically apply it as a negative amount to the invoice.

4. Click .

The invoice item is added to the Invoice Items list.

The unit price for the item is displayed in parentheses and in red text to indicate that it is a negative number, as shown in this illustration:

The item is now available for you to add when creating a new invoice or editing an existing invoice.

Related Topics

About the Invoice Items Page

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