Entering An Invoice Discount SMOTGO
Question: How can I enter a discount on an invoice?
Answer: There is no specific place to enter a discount. This is intentional as there are other ways that are more flexible and give you easier tracking. We almost always enter a discount as a taxable part. This way the customer saves a little more money as the tax is reduced as well. See the examples and video below:
The simplest way to enter a discount is using a miscellaneous part or miscellaneous labor line.
Here we enter the discount as a miscellaneous part
Here we enter the discount as a miscellaneous labor line
The next way is to add a “discount” as a part from your inventory.
This is my favorite way as the customer save a little more money on tax, and it allows for the best tracking.
The last way is to enter the discount using a technician created for the discount.
This also allows better tracking, but not as well as using a part.
YouTube Video Demonstrating How To Enter an Invoice Discount