Entering An Invoice Discount SMOTGO

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

Entering An Invoice Discount SMOTGO example 1

Here we enter the discount as a miscellaneous labor line

Add misc labor discount

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.

Entering An Invoice Discount SMOTGO example 2

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.

Invoice Discount with technician

 

YouTube Video Demonstrating How To Enter an Invoice Discount