Correct a Missing Discount

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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

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

2. Change the Category field to Work Order.
   
   

3. Click the Enter a Payment button.
   
   

4. In the Tender field, select Refund – Store Credit or whichever method you will use to refund the customer.
   
   
   

5. Click the Done button.

6. An alert box appears.
   
   

7. A print preview of the receipt appears. Click the Continue button.

8. 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).

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