Document-level discounts and discount templates on an invoice

A document-level discount applies to the invoice's subtotal after all items are added, reducing the total amount due. You can apply it as a percentage or fixed amount. To save time on repeated discounts, you can also create and use discount templates, which store pre-configured discounts that you can reuse across invoices.

Before you start

• Your role must allow you to edit invoices.
• The customer contact must exist in your system.
• If using a template: you or your administrator must have already created the discount template.
• You know the discount amount (percentage or fixed) or template name.

Steps

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

2. Select the customer and add all line items.

3. Look for the Document Discount section (usually below the items list, before the invoice total).

4. Choose one of these options:

   • Apply a direct discount: Enter the discount amount (percentage or fixed value) directly in the Discount field.
   • Use a discount template: Click Select Discount Template and choose a saved template from the list. The template's discount (amount, type, and any associated accounts) is applied automatically.

5. The invoice's subtotal updates to reflect the document-level discount.

6. Review the final total, which now excludes the document discount.

7. Save or submit the invoice.

Creating or managing templates

Discount templates are managed by your system administrator in Settings → Discount Templates (if this feature is available for your role). Templates store:

• The discount name (e.g., "Bulk Purchase 5%", "Loyalty Discount 10 AFN").
• The discount amount (percentage or fixed).
• Optional: the general ledger account to debit (if different from your default sales account).

Ask your administrator to create templates for discounts you use regularly.

Accounting impact

When an invoice with a document-level discount is confirmed:

• The Sales Revenue account is credited with the discounted total.
• The Accounts Receivable account is debited with the same amount.
• If a template specifies a special discount account, that account is debited instead of (or in addition to) the default revenue account, depending on your system configuration.
• Line discounts and document discounts stack: both are subtracted before calculating the final amount due.

Tips & common mistakes

• Document discounts apply after line discounts. If an item has a 10% line discount and the invoice has a 5% document discount, both are calculated (not compounded).
• Template discounts can't be edited after selection. If you need a different amount, apply a direct discount instead.
• Negative discounts work as surcharges. A negative discount (e.g., -5%) increases the invoice total.
• Discounts appear on the printed invoice. Make sure your discount names and amounts are clear for the customer to understand.