Line discounts on a sales receipt

Line Discounts on a Sales Receipt

A line discount reduces the price of a single item on a sales receipt. You can apply a percentage discount (e.g., 10% off) or a fixed amount discount to each line. This is useful for one-time promotions, customer loyalty, or negotiated prices.

Before you start

• You must have permission to create or edit sales receipts.
• The sales receipt must be in draft status (not yet confirmed or completed).
• You need to know the discount amount or percentage you want to apply.

Steps

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

2. Add items to the receipt, or edit an existing line item.

3. On each item row, locate the Discount field. It may show as a percentage (%) or a fixed amount, depending on your configuration.

4. Enter the discount value:

   • For a percentage discount, enter a number like 10 for 10% off.
   • For a fixed amount, enter the discount in the receipt's currency.

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

6. Repeat for other items if needed.

7. When you are done, Save or Confirm the receipt.

Accounting impact

The discounted amount is subtracted from the item's revenue when the receipt is confirmed. The system posts the sale amount (price minus discount) to your revenue account. If your system tracks discounts separately, a discount account may also be credited.

Tips & common mistakes

• Discount appears on the invoice: the customer sees the discounted price, not the original price.
• Cumulative effect: line discounts and document-level discounts (if applied) stack together to reduce the final total.
• Cannot apply negative discounts: if you need to add a charge instead of a discount, use a separate line item with a negative quantity or a separate fee line.
• Mistake: entering a discount that exceeds the item price. Double-check that the discount does not make the line price negative.