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 open 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. Saving the discount creates a credit memo linked to the order on the Invoices, Debit and Credit Memos form.
  6. After the work is completed, run the 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, you can see the outstanding balance after the discount.
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