Make it easier to enter customer discounts
At present we log Customer Discounts by creating a separate Account under that name, then entering the discount as a negative amount against that account in the invoice. This seems clumsy and perhaps there's a more efficient way to do it?
Daryl
shared this idea
3 comments
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bartt
commented
@daryl woudn't creating special Sales Tax entries for discounts mess up Sales Tax payable calculations?
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morktron
commented
I'm trying out Kashoo at the moment but if it can't bring in Freshbooks invoices without losing the discounts then I'll have to look elsewhere. I regularly give clients discounts in Freshbooks. I expected that invoices would just be brought in as they are, but it seems you have to jump through a thousand firey hoops to give people a discount in Kashoo? ;)
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Daryl
commented
We've discussed this in-house and another way to achieve this might be to declare your discount as a Tax. Then you could set the rate you offer in the Taxes section and apply it, together with the "real" taxes that apply, comma-separated in the Sales Tax box against each invoice or bill.
We are still considering what would be an easier way to do this.
- Daryl, Clarity Accounting
