Invoices
Correct 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 the taxes have been already paid.
How to Correct for a Missing Discount
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Manually calculate the amount owed for the discount, for example, $23.69, and enter it onto a New Invoice - as a negative amount.
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Change the Category field to Work Order.
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Click the Enter a Payment button.
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In the Tender field, select Refund – Store Credit or whichever method you will use to refund the customer.
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Click the Done button.
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An alert box appears.
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A print preview of the receipt appears. Click the Continue button.
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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).
