Apply a discount to an invoice - Reservit Activities | Scribe

Apply a discount to an invoice - Reservit Activities

  • Reservit Canada |
  • 0 step |
  • 2 minutes
  • ReservitReservit
To apply a discount on a specific service or on an invoice in general, go to your customer's billing account
1st possibility: You can apply a discount to the entire invoice. To do so, select all the lines of the reservation and click on invoice.
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When you go to the Proforma invoice, you have the "Add Discount" button that appears. Click on it.
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A window will appear allowing you to choose a discount of a fixed amount or a percentage and click on "Apply".
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Here we have entered a discount of 20% which is a $48 discount on the price before taxes of the reservation for the first service.
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The discount amount, "53.60 CAD", also appears in the detail of the reservation amounts and the outstanding balance has been modified.
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We just saw how to add a discount to an entire invoice. The tutorial for the 1st possibility to add a discount is over.
2nd possibility: Add a discount on a specific account line (service). In the billing account, click on the icon with the pencil to edit the line on which you want to apply your discount.
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In the Discount field, enter the fixed or percentage amount you wish to apply to this service. You will see the total amount decrease automatically.
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We have indicated here a 10% discount on this service, which is $24.
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Click on "Validate" to confirm the changes.
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When you bill your reservation, you will see the discount appear on your invoice.
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The tutorial for the 2nd possibility, to add a discount on a specific service, is finished.
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