How to Set Discounts and Payment Terms per Client

Objectives

• Add discounts and payment terms for invoices per client account.

Steps

In Lexzur, you can set specific discounts and terms for invoices at the individual client account level.

Open the Billing Module from the navigation menu:

Go to Sales→ Clients → View all. 

Click on the client's name for whom you want to add discounts and terms.

To apply default terms and discounts for any invoice related to this client, click on the Other Details tab.

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

Thank you!