How to Activate and Manage Discounts on Invoices

Objectives

Steps

In Lexzur, you can enable discounts on invoices at different invoice levels.

First go to the Billing Module

Open the Billing Settings page under Configuration

To use discounts in invoices, you must first enable it.

Under Invoices section in the Billing Settings, click on "Discount in Invoices"

You have the option to enable it at the Item level, Invoice level, or both, and you can also choose a discount account.

From the invoices section, click on "Discounts" to manage the list of discounts you will use later in invoices.

From this page, you can view and edit any discount from the list and add a new one.

Click on "Add New Discount" hyperlink on the top of the page to add a new one.

There are 3 mandatory fields, so name the discount, specify the percentage, and give it a description.

You can always change the discount options while creating the invoice as well.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com .

Thank you!

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