If discount is processed on unposted Invoices or Quotes, you may need to reset or clear the discount. The "Redo discount on document" option is also available for posted Invoices, but cannot be cleared as you may not edit a posted Invoice.  

To redo discount on document:

  1. Select the Invoices or Quotes document type.
  2. Select the document(s) to reset the discount.

If you need to select multiple documents, press the Ctrl or Shift key and click on each document, which you reset the discount.
  1. Right-click and select Documents → Redo discount on document option on the context menu. 
  2. Once the process is finished, you may need to edit the document.

Discount changes

The discount that will be cleared and reset, is added as follows:

  1. F8:Discount icon - Percentage added which applies to all items included in the document lines.
  2. Any Discount percentage added manually in the "Discount percentage" column of the document lines for a Stock item.
  3. Enter Invoice total - If a new Invoice total is added  "Enter new inclusive total" 

The discount will not be cleared for Customer discount

If a different percentage (lower or higher percentage) is entered, it will reset back to the percentage as added on the Accounting information tab of the debtor (customer / client) account. 

Customer discount automatically added if the "Customer discount" percentage is added on the Accounting information tab of the debtor (customer / client) account and the "Apply invoice discount" setting is selected, will not clear or reset. If you wish to change the percentage to 0%, you need to edit the Invoice and change the discount percentage.

Example of Customer discount percentage

To allow item discount for a debtor (customer / client): 

To allow a specific percentage of discount to a debtor (customer / client) on sales documents (Invoices, Credit notes and Quotes) for a specific stock item (item discount), you need to do the following basic settings: 

  • The Customer discount percentage (which you will allow for a specific debtor (customer / client) account) must be specified on the Accounting information tab of Debtors (Default ribbon). 

  • The "Apply invoice discount" field for the stock item on which you will allow discount, must be selected on Stock items (Default ribbon). 

Apply invoice discount - selected

Apply invoice discount - not selected

Selecting Stock items

In this example the "Apply invoice discount" field is selected for the Drill press and the "Customer discount" percentage is set to 10% for the debtor (customer / client) account. The 10% discount will be applied for the Drill press.   

In this example the "Apply invoice discount" field is not selected for the Compressor and the "Customer discount" percentage is set to 10% for the debtor (customer / client) account. No discount will be applied for the Compressor. 

You may overtype the percentages if you wish to, you may overtype a percentage or enter a percentage, if no discount is applicable to an item.