Invoices

Entering a Discount on an Invoice

Main Menu > Invoices

The Discount button applies the same discount to all retail items on the Invoice. If you have multiple items at various discounts, enter the items in groups, e.g. enter all items for one discount level (10%) and apply the discount, then enter the items at the next discount level (5%).

How to Enter a Discount for One Item

1. In the Line Item Entry screen, click in the item's % field.

2. Enter the percentage as a decimal.

How to Discount Retail Items Only

1. Click the Discount button (top left corner).
   
   The Calculate Discount window appears.

2. Click any of the preset percentage buttons or enter your own percentage as a decimal in the Discount field.

3. Click Proceed or press the  Enter  key to return to the Invoice.

Tax Exemptions & Discounts

• Tax exemptions are entered in the Contacts file on the customer’s record under the Terms tab.

How to Add a Discount in the Line Entry Screen

There are several ways to enter discounts directly onto an Invoice using the Line Entry screen:

• Enter a percentage discount for one or two items,

• Discount all Retail items on the Invoice by a percentage,

• Manually enter a dollar discount, or

• Enter a dollar discount using an Item Number.

Manually enter a percentage discount for one or more items

This method is best when you only have one or two items to discount of the same or different percentage.

1. Enter the items onto the Invoice.

2. Click into the Percentage field and type in the decimal value, e.g.  .20  for 20%.

Discount all Retail items on Invoice by percentage

It is recommended that you enter all items to be discounted, apply the discount, and then enter non-discounted items. Or you can enter items that have different discounts and then apply an amount to those items.

1. Click the Discount button, far left.
   
   A dialog box appears.

2. Select a discount to be applied to all retail items on the current Invoice.
   When finding line items to subtotal, Frame Ready automatically omits line items that already have a discount, or if the category is ‘work order’ or ‘gift certificate’.

3. Click one of the pre-set buttons or enter the discount value in the Discount field.

4. Click Proceed.

 Manually enter a dollar discount on an item

Dollar value discounts must be entered on a separate line. Be sure to enter the Category field or your financial records will not balance. The discount will not appear in the Savings field.

1. Enter the items onto the Invoice, then click in the line below the item to be discounted or after the last item on the list.

2. In the Description field, enter the reason for the discount.

3. In the Category field, select the word  Discount .
   
   If it does not appear in the drop down list, then simply type it into the field. Once added to an invoice, it is then available for all subsequent invoices.

4. In the Qty (Quantity) field, enter the amount as a negative number, e.g.  -1 

5. In the Unit Price field enter the dollar amount to be given as a discount as a positive number, e.g.  5  .
   
   The Subtotal field automatically displays the amount as a negative.

Enter a dollar discount using an Item Number

This method allows you to quickly enter a selected dollar discount and autofill the line item on the Invoice. It also helps to track how often discounts are given.

Creating the Discount Item

1. Go to the Products file. Create a record or item by clicking the New Item button at the top right.

TIP: you can change the generated product number to be something unique and easy to remember such as, DISC-A, or DISC-10, etc.

2. Enter the Description, e.g. Authorized Discount, Discount of $10

3. Select the Category as  Discount  .

4. Under the Pricing tab, in the RETAIL field, enter the dollar amount as a negative, e.g.  -10  .

Entering the Discount Item

1. Create an invoice as usual and enter the Item(s) sold to the customer.

2. In the next availalble line, enter the discount item you created earlier in the Product file, e.g.  DISC-A  .
   
   All of the fields auto-fill and the amount is negative.

3. The Qty field in the Product file tracks how often the item is used on an invoice.

Discount Button

1. Click to choose the discount to be applied to all retail items on the current Invoice. When finding line items to subtotal, FrameReady automatically omits:

   • lines items with a discount, or

   • line items where the category is a Work Order, or

   • line items where the category is a Gift Certificate.

2. Use preset buttons or enter the discount value in the Discount field and click Proceed.

3. It is recommended that you first enter all items to be discounted, then apply the discount, then enter the group of non-discounted items. Or you can enter items that have a different discount and then apply a discount to those items.