Document-level discounts and discount templates on a sales receipt

Document-Level Discounts and Discount Templates on a Sales Receipt

A document-level discount applies a single discount to the entire sales receipt after all line items are added. You can use a pre-built discount template (a named discount rule saved in your system) or enter a custom discount amount. This is useful for bulk orders, promotional campaigns, or standard discounts applied at checkout.

Before you start

• You must have permission to create or edit sales receipts.
• The sales receipt must be in draft status.
• If using a discount template, a system administrator must set up the template first.
• You need to know which template to use, or the custom discount percentage or amount.

Steps

1. Go to Sales Receipts → New Sales Receipt or open a draft receipt. Open in Usystems

2. Add all line items to the receipt.

3. Below the item list, look for the Document Discount or Discounts section.

4. Choose one of the following:

   • Use a template: Click the discount template dropdown and select a saved template (e.g., "Bulk Discount", "Loyalty Discount").
   • Enter a custom discount: If the template field is empty or if a custom entry is allowed, enter a percentage (e.g., 5 for 5%) or a fixed amount in the receipt's currency.

5. The receipt total updates immediately to show the discounted amount.

6. Review the receipt, then Save or Confirm it.

Accounting impact

The document-level discount reduces the total revenue when the receipt is confirmed. If your system tracks discounts separately, the discount amount is posted to a discount account, and the revenue account is credited for the discounted sales total.

Tips & common mistakes

• Discount templates are pre-configured: an administrator must set up templates in settings before you can use them. If you do not see an expected template, ask your administrator.
• Templates may have rules: some templates automatically apply only to certain product types or customer groups. Check the template details if a discount does not appear as expected.
• Cumulative discounts: if both line discounts and a document discount are applied, they combine. Calculate carefully to avoid excessive discounts.
• Mistake: applying a document discount that is too large. Review the final total before confirming to ensure it is reasonable.