Applying discounts and surcharges

To apply a discount or surcharge, you must add it to the appropriate bill type and then indicate which of the bill type's other line items are affected.

  1. Select Billing > Setup > Billing > Bill Type.
  2. Right-click an existing bill type and select Update Bill Type Setup.
  3. Select the Line Items tab.
  4. Add the one-off line item that you previously defined for the discount or surcharge.
    See Defining a line item.
  5. Under Surcharge or Discount type Line Item Setups associated with this Bill Type, select the discount or surcharge line item that you want to apply from the Line Item Setups list.
  6. Click OK.
    The Line Item Application box lists the available line items for the bill type. Line items that the discount or surcharge does not apply to are displayed in the Unlinked Items grid. Line items that the discount or surcharge applies to are displayed in the Linked Items grid.
  7. Use the arrow buttons to move each line item that the discount or surcharge applies to from the Unlinked Items grid to the Linked Items grid.
  8. Click Save.