Applying discount

How do I add a global discount line?

Can you please clarify what you mean by a “global discount line”? I just want to make sure I’m on the same page.

Hi Mathew, I would like to be able to apply a discount to the subtotal of an invoice, prior to applying vat. I do not want to do it on a line by line basis, only to the whole invoice amount.

There are two methods for applying discounts in QuickFile. The first applies the discount on the gross value of the invoice. This can be done by entering the discount value in the box above the itemised section.

The second (arguably more flexible) approach is to apply discounts as negative line items.

With this approach you can specify precise NET and VAT amounts to discount as well as apply multiple discounts to different lines on the on invoice.

Brilliant, thank you.

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