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Article #279 How to Enable Invoice Level Discounts in Solid Sales Pro™

Invoice Level Discounts allow the company to set the upper most limit for an invoice to be discounted by. The route sales people can then grant a customer a discount off of an invoice’s total at the time of sale, within that discount range.

To enable invoice level discounts in Solid Sales Pro™, just follow these 3 simple steps:

  1. On the Settings page, look for the "Invoice Level Discount Item" field, and select the appropriate QuickBooks® discount item
  2. 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
  3. 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'.

Last modified on Thursday, 15 February 2018 16:46

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