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Invoices

Correcting for a Missing Discount

How to fix the mistake of not giving a discount on a Work Order that has already posted to Invoice and where vendor taxes have been already paid.

How to Correct for a Missing Discount

  1. Manually calculate the amount owed for the discount, e.g. $23.69, and enter it onto a New Invoice - as a negative amount.

  2. Be sure to enter the Category as Work Order.

  3. Click on Enter a Payment button and select Refund – Store Credit or whichever method you will use to refund the customer.

    The current Invoice zeroes out because of the refund.

    The current Invoice also generates a negative tax amount which will be deducted from your next sale report (for the month in which the new Invoice falls).