Recording Customer Discounts When Receiving A Payment

This FAQ will go over recording customer discounts when receiving a payment.

To record a discount when receiving a payment, first create a new receivable for the customer from Accounts Receivable> Receivables.

Note that if the invoice has terms set that include a terms discount, the discount column will automatically populate if the invoice is within terms dating as of the “Date Paid” on the receivable. Terms

When doing a partial payment, the discounts will not be retained. The discounts only apply on the receivable that pays the invoice in full, so discounts are not accidentally granted more than once.

Double clicking in the Discount column can set or remove discount, or it can be overridden manually.