Invoice Level Discounts allow the company to set the uppermost limit for an invoice to be discounted. The route salespeople can then grant a customer a discount off an invoice's total at the time of sale, within that discount range.
To enable invoice level discounts in Solid Sales Pro™, follow these 3 simple steps:
- For QuickBooks® users, on the SolidRouteAccounting.com Settings page, look for the "Invoice Level Discount Item" field, and select the appropriate QuickBooks® discount item.
- Then on the Mobiles page, enable the "Can Use Invoice Level Discounts" feature and specify the maximum discount percentage that can be given on the mobile.
- When creating a transaction in Solid Sales Pro™, when on the 1100 Create Transaction screen, tap on the [Change] settings button and enter the desired discount
Note: for customer discounts calculated on the mobile, you will need to create or use an existing Discount Item from QuickBooks®. Ensure that Discount Item is of type 'amount off' instead of 'percentage off'.