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Discount

Problem reported by Ian Witts 2 years ago

Hi,

Is it possible to add a discount per line? It seems like basic functionality, but it's seemingly unavailable in ClearBooks? It's causing me significant problems.

Thanks.

7 Replies

Hi Ian,

ClearBooks does, in fact, offer a discount feature which has to be toggled on in Settings > Configure System > Toggle Features > Invoicing & Expenses > Discount. Once this is toggled on, when creating an invoice, you should see a discount percentage box which will automatically apply a discount for each line item once you save the invoice, please see below;

file

You can always add a new line item for several items in one invoice, however, you aren't able to apply different discount percentages for each item.

Thanks, Tommy

Hi Tommy,

Thank you for brining this feature to my attention.

However, it is wholly unsuitable in our scenario where discounts must be applied at line-level. This actually presents us with a significant problem and does impact whether we can use ClearBooks in the future. Is there a roadmap for this (basic) feature to be included, or is this not on the radar?

Kind Regards, Ian.

Hi Ian,

Just to clarify, the discount feature would be applied at line-level as shown below. But did you want a different percentage for specific line items?

file

If so, we currently do not offer this feature and I will have to raise this suggestion with our development team. In the meantime, an alternative I can advise would be to create a new line item for each discount (please see below). In this case, you would then have to manually enter in the details i.e. negative amount for discount, choosing the correct account codes,

file

I hope you find this alternative useful for the meantime, please let me know if there are any other problems.

Thanks, Tommy

Hi Tommy,

Thank you for your response. I'm aware that I can add the discounts manually (doing the calculation outside ClearBooks) and adding a negative amount; this is what we are currently being forced to do.

Therefore, if you could raise this with your development team it would be much appreciated as we do indeed need the ability to offer different discounts for specific line-items. In the mean time I will see if I can create account codes that allow us to use your helpful suggestion of the discount functionality that already exists.

Kind Regards, Ian.

Hi Ian,

No problem - I have raised this suggestion with our development team and hopefully, it can be implemented in the near future. I will keep you updated.

Thank you for your patience!

Tommy

Hi Ian - a couple of years back I came across someone who needed differing discounts per line and found it easier to create the invoices in a spreadsheet and then import them. Seem to remember they used "lookup" and other excel features to select differing discount rates per line.

Just a thought.

Just a thought.

Just a very good though! Thank you Paul, I'll take a look at this as well. We've not imported invoices this way before, but that does sound like another way around this.

Good old Excel! :-)

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