Child pages
  • How can I add/edit/activate discounts on invoices?




Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Objectives

  • Activate Taxes 
  • Activate Discounts 
  • Add/Edit TaxesAdd/Edit DiscountsDiscounts
  • Activate Discounts 

Steps

In App4LegalLEXZUR, you can activate/Deactivate the taxes and discountsenable discounts on invoices at different invoice levels. You can do this from the Money Module → Billing Module → Advanced → Settings. 

From the Money section, click on the " Setup & Configuration".

Image Removed

From the "Activate Taxes", you can activate/ deactivate taxes in the invoices.

Image Removed

Discounts can be added and enabled from the Invoices section. Taxes are also added from the Invoices section. 

Image Added


From the invoices section, From the invoices section, click on "Taxes" to add taxes to the invoice and click on "Discounts" to add discounts to the invoice.

Image Removed

Taxes can be added from the "Add new Invoice Tax". It can also be edited.

Image Removed

Image Added

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


Image AddedImage Removed

Discounts can be added from the "Add New Discount" . It can be edited also. Image Removedhyperlink. There are 3 mandatory fields, so name the discount, specify the percentage, and give it a description.

Image Modified


To enable discounts, click on "Discount in Invoices", you have the option to enable it at the Item level, Invoice level, or disable itboth, and you can also choose a discount account.

Image AddedImage Added


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

Image AddedImage Removed


For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.

Thank you!