Applying a discount template on a document

Once you have created a discount template, you can apply it to any invoice, bill, or sales document. Applying a template automatically calculates the discount amount based on your template's percentage or fixed value.

Before you start

• The discount template must already exist (created in Settings → Discount Templates).
• The document (invoice, bill, purchase order, etc.) must be in draft or editable status.
• You need permission to edit the document.

Steps

1. Open or create an Invoice, Bill, Purchase Order, or other sales document.

   • New document: go to Invoices → New Invoice Open in Usystems
   • Existing document: navigate to Invoices Open in Usystems or Bills Open in Usystems, and open the draft.

2. Add line items (products or services) to your document.

3. Look for the Discount field or section on the document form. It typically appears near the totals.

4. Click the Discount field or button (often labeled "Apply Discount" or "Select Template").

5. Choose your template from the dropdown list (e.g., "Bulk Order 10%", "Wholesale Discount").

6. The discount amount will calculate automatically based on your template's percentage or fixed amount.

7. Review the document total—it should now reflect the discount.

8. Save the document.

Your discount is now applied. When you finalize or print the document, the discount will appear in the totals.

Accounting impact

Applying a discount reduces the total amount due or owed. Depending on your chart of accounts setup:

• On an invoice (sale): the discount reduces revenue and may post to a "Sales Discount" or "Sales Allowance" account (a contra-revenue account).
• On a bill or purchase: the discount reduces your expense or asset cost and may post to a "Purchase Discount" account.

Your accountant can review the specific GL accounts in your settings if needed.

Tips & common mistakes

• Timing matters: Apply discounts before finalizing the document, as you may not be able to change them afterward.
• One discount per document: Usystems applies one discount template per document. If you need multiple different discounts, consult your accountant about combining them or creating a new template.
• Preview before save: Always review the total after applying a template to ensure it calculates correctly.
• Override if needed: Some setups allow you to adjust or override a template discount manually; check with your admin if you need a one-time adjustment.