Users can automate the discount application workflow by enabling “Apply Discounts Automatically” in the Payment Settings. This setting can also be configured at the supplier level for more granular control.
- Payment Settings: Configure global discount setting rules
- Supplier Settings: Customise discount settings at a supplier level
Payment Settings:
- Exclude Expenses & Exclude Items: Users can specify certain expenses or line items in this setting to be excluded from discount calculation. These amounts will be deducted from the payment amount before the discount is applied.
- For Example: Exclude expense → “freight expense”
- Bill Amount= $1,020
- This includes a “freight expense” = $10.
- Discount % = 2%
- Discount Calculation is 2% x ($1,020-$10) = $20.2
- Final Payment amount is $1,020 - $20.2 = $999.8
- For Example: Exclude expense → “freight expense”
- Apply discounts automatically: When this setting is enabled, applicable discounts will be automatically applied to newly created unpaid bills. Existing bills will not be updated.
- NOTE: Discounts will be automatically removed once the discount expiry date has passed.
- Remove discounts before expiry: With this setting enabled, the discount applied to a bill will be automatically removed “X days” before the expiry date.
- For Example: “Remove discounts before expiry” = 2 days
- Bill Amount= $1,020
- Discount 2% = $20.4
- Discount Expiry date= 10th August
- Discount gets automatically removed on 8th of August (2 days before expiry)
- For Example: “Remove discounts before expiry” = 2 days
Supplier Setting:
The same setting can also be customized in the supplier side panel.
By default, “Use same as global settings” is enabled for all suppliers. This can be disabled to configure a customized discount setting for a specific supplier.
