Add a Discount Line in an Invoice

For applying a discount to an invoice that has already been issued, you must add a discount line. Using a discount line you can amend invoice total bypassing any pricing rules you have defined for the customer and the services.

Adding a Discount Line in Existing Invoice

For adding a discount line, do the following: 

1. Navigate to Billing > Invoices to find all the invoices.
2. Click on the invoice of your choice.
3. Click on Add Invoice Discount option.
   
4. The following popup will appear.
   
   • Discount Description : Add a description of the discount.
   • Discount Amount : Add the amount (not rate) of the invoice discount.
   • VAT : Declare the rate for each tax you have defined in setup. Check taxes documentation for understanding how you can define taxation.
5. Save the pop-up

The discount line will be visible in Invoice Items tab. It will be added at the bottom of the items list.

Understanding how "Discount Line" is Applied

The discount amount is deducted by the invoice total. If you define a tax rate, this amount will be deducted by the invoice tax amount. In the following paradigm, the discount line is for 13€ with VAT = 23%.

• Before discount line
  • Total Before Tax: 100€
  • VAT: 23 €
  • Final Price: 123 €
• After discount line
  • Total Before Tax: 87€      (100€ - 13€ =  87€)
  • VAT: 20.01€                      (23€ - 2,99€ = 20,01€)
  • Final Price: 107.01 €