Line discounts on an invoice

A line discount reduces the price of a single item on an invoice. You can apply it as a percentage (e.g., 10% off) or as a fixed amount (e.g., 5 currency units). Line discounts are useful when giving a customer a deal on specific products without affecting the rest of the invoice.

Before you start

• Your role must allow you to edit invoices.
• The customer contact must exist in your system.
• You know the discount amount (percentage or fixed value) you want to apply.

Steps

1. Go to Invoices → New Invoice (or open an existing draft invoice to edit). Open in Usystems

2. Select the customer and add line items as usual.

3. On each item row, look for the Discount field (appears after the unit price or quantity, depending on your layout).

4. Enter the discount value:

   • For a percentage discount, type a number and ensure the discount type is set to percentage (e.g., 10 for 10% off).
   • For a fixed discount, type the amount and ensure the discount type is set to fixed (e.g., 500 AFN).

5. The item's subtotal updates immediately to reflect the discount.

6. Review the invoice total, which now excludes the line discounts.

7. Save or submit the invoice.

Accounting impact

When an invoice with line discounts is confirmed:

• The Sales Revenue account is credited with the discounted total (not the full price).
• The Accounts Receivable account is debited with the same amount.
• If the item is inventory, Cost of Goods Sold is debited and Inventory is credited using the discounted quantity and cost (the discount reduces only the customer price, not your cost).

Tips & common mistakes

• Line discounts stack with document-level discounts. A 10% line discount combined with a 5% document discount applies both in sequence.
• Always verify the calculation. The discount field can accept both percentage and fixed values; make sure you choose the right type.
• Discounts don't affect inventory cost. The discount is purely a sales price reduction; your cost of goods and stock value stay the same.
• Negative discounts work as surcharges. If you enter a negative value (e.g., -10%), it adds to the item price instead of reducing it.