How to discount a customer invoice

Applying a discount to an open customer invoice is done through the payment method. The guide below details the process of applying a discount to an open invoice, and applies to both partial and full discounts.

Directions for discount an open invoice.

1. Tap Customer Invoices on left sidebar.
2. Search for the invoice by number or customer attributes.
3. Tap on the targeted invoice.
4. Navigate to the edit invoice page.
   This will showcase the invoice number on the top of the page.
   Example: Invoice #874612
5. Look for the Enter Payment card.
6. Specify the Payment Method as Discount.
7. Specify the Amount of the payment.
8. Add a Note (optional).
   Note: this is intended to help your bookkeeper.
   Example: Approved by NH
9. Tap Add Payment.

Payment notifications

The following events are triggered by discounting a customer invoice.

• The billing email recipients listed for a customer account are sent the details of the discount.
• The billing email recipients listed for your merchant account are sent the details of the discount.
• The discount details are sent to QuickBooks and applied to the open invoice. This only applies to Merchant with the QuickBooks integration enabled.