Billing

Adding a discount to an invoice

To add a discount to an invoice, follow these steps.
  1. Choose
    Actions
     then
    Billing
    .
  2. Select the client, engagement, or project you wish to bill.
  3. Select
    Detail Bill Selected
    .
  4. Enter the amounts you want to bill on the Summary tab or on the Time & Expense tab.
  5. On the Summary tab, enter the amount of the discount you want to apply to the invoice.
  6. Compose the invoice as needed.
  7. Select
    Save
     to save the invoice.
note
  • You cannot enter a discount amount greater than the negative value of the invoice. This would result in a negative invoice, which is not permitted in DT Practice.
  • Discounts do not appear on reports as WIP adjustments, write-ups, or write-downs, that are attributable to one or more staff members. Instead, they are entered as a reduction to accounts receivable, much as a credit memo would.

This article applies to:

  • Product: DT Practice