Adding a discount to an invoice
To add a discount to an invoice, follow these steps.
- Choose Actions > Billing.
- Select the client, engagement, or project you wish to bill.
- Click Detail Bill Selected.
- Enter the amounts you want to bill on the Summary tab or on the Time & Expense tab.
- On the Summary tab, enter the amount of the discount you want to apply to the invoice.
- Compose the invoice as needed.
- Click 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 Digita Practice Advanced.
- 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.