![]() The discount will not appear on the invoice and instead, you will see the adjusted value of the invoice. Now your slip's total will be decreased by the amount in the discount field. In the discount field, enter the percentage to be discounted.The invoices template editor is an advanced feature of Billings Pro and this article will not go into detail on how to customize your invoice. To show how much was discounted you will need to create a custom invoice. The discount field will decrease the value of a slip but will not show the amount discounted on the invoice. Now the discount you made will decrease the total of the invoice and will appear on the invoice just like a credit. Include the discount slip when invoicing your client.Describe the product or service you are discounting in the slip name and details.You will need to calculate the exact value of the discount. This will show discounts as a separate line item without customizing your invoices. How to use the separate slip discount workflow in Billings Pro When creating a discount you can do it one of two ways: a separate slip or a modified price when creating the slip. You can do this for special pricing, change in costs, or improve on a negative client experience. You perform a discount when you want to reduce the cost of a service you are currently providing. You can do this by going to Billings Pro > Preferences > Labels. Now the credit you made will decrease the total of the invoice.Ĭreate a credit label for slip categories and payments to keep track of refunds. Invoice your client with the credit slip included.When you are ready to invoice your client, locate the credit slip and click the "Done" pill next to its name.Describe the product or service you are crediting in the slip name and details.Create a negative slip for the value of your credit.How to use the credit workflow in Billings Pro: When making a credit, you will create a negative slip and apply it when you invoice your client at a later date. This is can be an alternative to a refund if you are continuing to provide a client with your services. You perform a credit when you want to have the cost of future service for a client reduced. Now you can send the invoice with the refund to your client showing the return of fundsĬreate a refund label for slip categories and payments to keep track of refunds. Make a payment on the invoice matching the value of the refund.Check the completed checkbox and choose OK.Describe the product or service you are refunding in the slip name.Create a negative slip within the original project.How to use the refund workflow in Billings Pro To do this, you will create a negative slip, then invoice the slip and create a negative payment immediately. You perform a refund after a client has made a payment and you need to return these funds. Add the value you wish to pay back eg.Create a new working slip in your project.You then add a payment with the adjusted total including payments that have a negative value. When you invoice a negative slip this will subtract the value of the slip from your client's account balance. Creating a negative valued slipĪ slip with a negative value represents a payment from you back to your client. Learn the different workflows for creating refunds, credits and discounts in Billings Pro. Since Billings Pro does not handle the actual transactions, what is important is that your client balances are accurate and bookkeeping labelled correctly. With Billings Pro, you can manage refunds, credits and discounts using negative slips and payments. ![]()
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