Processing Promotional Discounts for Service Orders

A salesperson or billing manager can apply a promotional discount to a service order. Follow these steps to process a discount:

  1. On the Service Orders form, filter for the service order for which you want to add a discount.
  2. On the Deposits tab, click Deposits to launch the Service Order Deposits form.
  3. Add a new promotional discount and save the record.
  4. Return to the Service Orders form and select Apply Open Deposits.
  5. Save the record.
  6. After the work is completed, run the Service Order Invoicing form. The discount is recognized as a prepaid amount and subtracted from the invoice total. On the Billing tab of the Service Orders form, the total billed value before the discount is displayed. On the Deposits tab, you can see how the deposit was applied.
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