Discounts

Discounts

Overview

In CustomBooks™, discounts allow you to reduce the amount owed by a customer on sales documents. Discounts can be applied in several different ways depending on your sales process and business needs.

Where Discounts Can Be Applied

CustomBooks™ supports discounts in the following areas: 
  1. On the order total – Apply a discount to the entire document.
  2. On individual line items – Apply discounts to specific items on the sales document.
  3. On cash receipts and bill payments – Apply a discount when recording payment.

1. Discount on the Order Total

To apply a discount that affects the whole sales order or invoice:
  1. Scroll to the bottom of the sales document screen.
  2. Select either the % or $ indicator to choose whether the discount is a percentage or a flat amount.
  3. Enter the value of the discount.
  4. The discount will appear in the totals section of the document and reduce the total amount owed.
This method is useful when you want to offer a simple overall discount, such as a promotional or volume discount.

2. Discounting Individual Line Items

You can also apply discounts on specific items in a sales order or invoice:
  1. Make sure line item discounts are enabled in your settings:
    1. Go to Admin Panel > General Settings and check the "Allow discounts on line items" check box.
  2. On the sales document, navigate to the Discounts tab.
  3. Check the box labeled Discount line items.
  4. Enter the discount amount or percent in the discount column for each line item.
  5. Choose whether the value entered should be treated as a percentage or a fixed amount.

You may also define a default discount value and use the "Fill default value" option to populate line-item discounts automatically.


3. Discounts on Cash Receipts and Bill Payments

Discounts can also be added when recording a payment (Cash Receipts and Bill Payments):
  1. Make sure the discounts in cash receipt and bill payment are enabled in your settings:
    1. Go to Admin Panel > General Settings and check the "Discounts in Cash Receipt and Bill Payment" check box.
  2. On the cash receipt or bill payment screen, enter the discount amount in the Discount column for the invoice or bill line.
  3. The total amount due will be reduced by the amount entered.


This is helpful for applying payment discounts, such as early payment incentives, after the invoice or bill has already been created and issued.

Tips & Best Practices

  1. Use percentage discounts for promotional pricing or early payment incentives.
  2. Use fixed amount discounts when you want a specific dollar value off, regardless of the total.
  3. Enable line item discounts only if your business frequently applies item-specific promotions.
  4. Always review the total discount on the document before finalizing, especially when combining line and order level discounts.

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