Sales Invoice discount feature

Support
1

I do like the new discount feature mentioned here Time for a ‘proper’ discount line , and it could possibly save me a lot of time, but the one thing that’s a pain with it is it applies it to the whole invoice including the postage for retail shops like mine.

Is there a plan to include a discount each line or have a portion of the invoice that it doesn’t apply the discount to?

Would be really handy for webshops etc I think

Many thanks

2

You can’t discount each line individually, but you can add a new line to apply discount, as shown here:
http://community.quickfile.co.uk/t/discount-for-customer/1189/3?u=parker1090

3

Sorry parker I don’t understand, wouldn’t that apply the discount to the whole invoice aswell?

What i’m trying to describe is products at say a 35% from retail discount but the postage remains at the correct rate?

for example
Item 1 > 35%
Item 2 > 35%
Postage > correct rate
Sub - Total
VAT
Discounted Total
Discounted VAT
Total in GBP

Could I also make a suggestion that we could have a default percentage off rate in the client settings as some of my client have different rates to others so this would save time looking them up.

4

Given your example you would enter it like this.

919×235 16.6 KB

The discount percentage box applies only globally to the whole invoice.

We don’t at this stage have any plans to add a percentage discount option to the line item level.

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5

I know invoices aren’t supposed to look pretty but I think I’ll just keep a note of everyone discount and list the 35% in the description and apply it manually in the unit cost. Just looks better I think.

Customers can have up to 10 items in their basket sometimes

Thanks for your help though chaps :wink:

Oh, and keep a note of the percent discount in the FAX number box :smile:

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6

Hi Glenn, I don’t seem to have “Distribution and Carriage” in my category drop down? Anyway i can add it please?

Any pointers appreciated :smile:

7

If you click the little ‘?’ on the line, it would appear as a separate drop down there.

8

It doesn’t come up when creating a sales invoice though?

Have added a “Postage and Packaging” line in the sales nominal codes section but thanks for the reply Parker.

EDIT , Forget that, was just blind :smiley:

9

I just had a quick look at your account and it does appear there for me. It’s a system code so it should be visible on every account.

10

Yep I found it Glenn, should have gone to specsavers!!!

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