Document-level discounts and discount templates on a bill

What this does

A document-level discount applies to the entire bill after all line items are totaled. This is useful when a vendor gives you a blanket discount (e.g., "10% off your entire order" or "500 AFN off your total bill"). You can also save frequently-used discounts as templates so you do not have to re-enter them every time.

Before you start

• You have permission to create and edit bills.
• The bill has at least one line item and a subtotal.
• You know the discount—either an amount (e.g., 500 AFN) or a percentage (e.g., 10%).
• If using a saved template: your administrator has set up discount templates in your system settings.

Steps to apply a document-level discount

1. Open Bills and select the bill, or create a new bill. Open Bills

2. Add or review the line items. The bill will show a Subtotal.

3. Look for the Discount section or field at the bottom of the bill, below the line items.

4. Enter the discount:

   • Fixed amount: type a number (e.g., 500) if the vendor gave you a flat discount.
   • Percentage: type a number followed by a % sign (e.g., 10%) if the vendor quoted a percentage.

5. Press Tab or click outside the field. The discount will calculate and the bill Total will update.

6. Save the bill.

Steps to apply a discount template

1. Open Bills and create or edit a bill as above. Open Bills

2. In the Discount section, look for a template selector or dropdown (if available in your system).

3. Select the template you want. The discount amount or percentage will populate automatically.

4. Review the calculated total and save the bill.

Accounting impact

A document-level discount reduces your total bill amount. The discount is applied after line totals and reduces the overall amount you owe the vendor. In the general ledger, the purchase amount is recorded as the discounted total.

Tips & common mistakes

• Document discount vs. line discount: Line discounts are per-item; document discounts apply to the whole bill. You can use both on the same bill.
• Percentage calculation: A 10% document discount is applied to the subtotal of all line items combined, not to each item individually.
• Template naming: If your system has many templates, use descriptive names (e.g., "Bulk Order 10%" or "Vendor Q3 Deal") so you can find the right one quickly.
• Do not double-discount: Check with your vendor whether they meant a line discount or a document discount to avoid applying the wrong type.