How to Apply a Discount via Credit Note?

This feature allows users to offer a discount by creating a credit note, which will be linked to an invoice and automatically adjust the balance. Here's a step-by-step guide on how to apply a discount using a credit note.

Step-by-Step Guide:

1. Navigate to the Specific Invoice Detail Page:

1. Begin by navigating to the Invoice Detail Page for the invoice to which you want to apply the discount.
   

2. Access the Discount Option:

1. On the Invoice Detail Page, locate the three-line icon (menu) in the top right corner of the invoice section.
   
2. Click on the three-line icon to open a dropdown menu.
   

3. Select “Apply Discount via Credit Note” Option:

1. From the dropdown menu, click on the Apply Discount via Credit Note option. This will open a side drawer where you can proceed to apply the discount.
   

4. Enable Specific Line Items for Discount:

1. In the side drawer, you will see the line items from the invoice.
   
2. Enable the checkbox for the specific line item(s) to which you want to apply the discount. Make sure that the price you enter for the discount is inclusive of the tax amount.
   

5. Save and Generate Credit Note:

1. After selecting the line items and applying the appropriate discount amount, click the Save to Credit Note button.
   
2. This will generate a credit note for the selected items and automatically link it to the invoice.
   

6. Balance Adjustment:

1. The credit note will adjust the balance of the invoice accordingly. The customer will now only need to pay the remaining amount after the discount has been applied.
   

By following these steps, you can easily apply a discount via a credit note and ensure that the final invoice reflects the adjusted balance for the customer.

• Related Articles

• How to Generate a Custom Credit Note?

  The Custom Credit Note feature allows users to generate a credit note for any customer, regardless of whether they have an active contract. Method 1: From Contact Listing or Specific Contact Detail Page: Begin by navigating to the Contact Listing or ...

• How to Add Insurance to an Active Contract?

  To ensure that tenants' belongings are protected, you can easily add an insurance policy to an active contract. Follow these steps to add insurance coverage: Step 1: Access the Contract Detail Page: Navigate to the Contract Detail Page for the ...

• How to Link a Receipt or Credit Note to an Invoice?

  This feature allows you to adjust transactions by linking them to an unpaid invoice, ensuring that the appropriate amounts are applied correctly. Steps to Link a Receipt or Credit Note to an Invoice: Navigate to the Invoice Detail Page: Go to the ...

• How to Create a Discount Plan?

  Creating discount plans can help attract and retain customers by offering promotional deals or specific discounts. Follow these steps to set up a discount plan, whether it's a promotional discount or a promo code discount. Step-by-Step Guide: 1. ...

• How to Link a Discount to a Unit/Box?

  Linking a discount plan to a Unit/Box makes it a default or mandatory offer for tenants when they rent the specific unit/box. Here’s how you can do it: Method 1: Link Discount from the Unit/Box Detail Page: Navigate to the Unit/Box Detail Page: Go to ...