Discount After Invoice
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Melinda28
- Posts: 17
- meble kuchenne Mikołów Knurów Czechowice-Dziedzice
- Joined: Wed Sep 02, 2015 10:22 am
- Website: www.colourrestoration.com
Discount After Invoice
Oh! and while I am asking for stuff it would also be nice to be able to apply a discount AFTER the invoice has been created. Like Joe Shmo doesn't like XYZ on his bill so to appease him we offer 10% off his outstanding balance, he has to pay the 90% before we can write off the other 10% ... it would be great if We could apply a credit of 10% and have him see that he now only owes the remaining 90% vs getting a receipt after showing PIF......
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Dave
- Support Team
- Posts: 1223
- Joined: Wed May 11, 2011 10:30 am
- Website: www.allprowebtools.com
- Contact:
Re: Discount After Invoice
In the example you have provided, you can submit the full price invoice to the client with a note that if they pay 90% of the bill, that you will mark the entire order as paid. Once they have made the 90% payment, you can apply the 90% payment (for instance, enter their check as payment) and then immediately click the "Pay" button again and pay with the button marked "Admin". The "Admin" pay option will pay off the rest of the invoice as an Administrative override - in effect, a discount that writes off the entire remaining balance on the invoice.
You will see both payment methods listed under "Payment Information" on the Invoice page.
Our recommended practice for creating a discount after an invoice has been created is to create a new invoice with just a credit.
This would be similar to if you went to a department store and purchased several items, and then returned 5 minutes later to request a credit for a discount that was not received on the original receipt.
The clerk would have 2 options:
a) return all of the items and give you a new receipt with all items returned, and then create a 3rd receipt with all of the items re-purchased at the correct discount.
b) create a new receipt with just a credit amount on it and hand you cash back or a credit back to your credit card.
Both of these options are available in AllProWebTools. Here is how you can create a credit invoice:
To create a new invoice for just the credit amount, you can create a new product with a product type of "Service" called "Discount" or "Customer Appreciation" and "Sell" it to the client at a negative dollar amount. You can then "pay" the invoice with a negative cash value and had the client cash, or you can "pay" the invoice with a check and hand the client a check.
If you create the product as an "Account Credit" you can sell it to the client with a positive dollar amount and it will add remaining credit to their account in AllProWebTools. You will need to pay the Account Credit invoice with the "Admin" pay option for the credit to be applied. This option would not be used for issuing a refund in money to the customer, it would only add credit to their account for future purchases. This would be similar to issuing "Store Credit".
You will see both payment methods listed under "Payment Information" on the Invoice page.
Our recommended practice for creating a discount after an invoice has been created is to create a new invoice with just a credit.
This would be similar to if you went to a department store and purchased several items, and then returned 5 minutes later to request a credit for a discount that was not received on the original receipt.
The clerk would have 2 options:
a) return all of the items and give you a new receipt with all items returned, and then create a 3rd receipt with all of the items re-purchased at the correct discount.
b) create a new receipt with just a credit amount on it and hand you cash back or a credit back to your credit card.
Both of these options are available in AllProWebTools. Here is how you can create a credit invoice:
To create a new invoice for just the credit amount, you can create a new product with a product type of "Service" called "Discount" or "Customer Appreciation" and "Sell" it to the client at a negative dollar amount. You can then "pay" the invoice with a negative cash value and had the client cash, or you can "pay" the invoice with a check and hand the client a check.
If you create the product as an "Account Credit" you can sell it to the client with a positive dollar amount and it will add remaining credit to their account in AllProWebTools. You will need to pay the Account Credit invoice with the "Admin" pay option for the credit to be applied. This option would not be used for issuing a refund in money to the customer, it would only add credit to their account for future purchases. This would be similar to issuing "Store Credit".