To display discount on invoice, show the total before and after, please use next steps

Step 1: Configure the discount category

  • In the estimate window, click on the magnifying glass to the right of the product code to open the inventory. 
 
 In the inventory window, click on the magnifying glass to the right of the category. 

  
  • If the “Discount” category has not been created (default = 50), click on the “+”.
  • Enter a category number: e.g., “50”.
  • In the category type, choose “REBATE”.
  • Add the description.
  • Save.
  • Click on the door icon to exit. 
 

Step 2: Configure the discount product

  • Click on the “+”.
  • Enter the category number: e.g., “50”.
  • Enter a product number: e.g., “DIS”.
  • Add the description.
  • Save.
  • Click on the door icon to exit and return to the “Point of Sale”. 
 

Note: You can also select tax option on your discount product

  • Non Taxable
  • Taxes included

Step 3: Add a discount to an estimate / invoice  

  • In the estimate, add the discount product: e.g., “DIS” with a quantity of “-1”, 
  
  • Click on F3 to view the estimate and verify the total at the bottom.
 

Step 4: Analyze the discounts given

  • Go to “Reports / Sales reports by product”.
  • Select a discount code or category: e.g., “50”.
  • Assign a date range.
  • Click on the printer to print the report.