Discounts
There are several types of optional discounts. Depending on the type that is used, a discount can apply to an invoice or an order, a customer, or a price modifier. An example is giving special treatment to a preferred customer or discounting an invoice because of a customer complaint.
Discounts can be flat monetary amounts or percentages. The three types of discounts are order discount codes, discount codes, and add on discounts.
| Discount type | Description |
|---|---|
| Order discount codes | Order discount codes are only valid for companies who use
the Item and Order Billing solution. Preferred customers can receive a discount with an order discount code. Codes are assigned to customers and order totals. For example, every customer order that exceeds a certain amount is eligible for a discount. A discount percentage is applied automatically to the entire order. |
| Discount codes | Discount codes apply to a percentage. The code is
assigned to a price list, promotion, or contract. You can specify up to
three percentages, each with its own general ledger account that is
debited. When pricing a line, the discount is applied to each line when calculating the price of the items with the price list, promotion, or contract. |
| Add on discounts | Add on discounts can be manually added when you create
an invoice or order. A discount that is selected at the invoice or order level is applied to the entire invoice or order. If it is selected at the line level, then it applies only to that invoice or order line. The amount of an add on discount is given as a flat amount. |