How To: Pay a customer's overrider discount
The amount of overrider discount a customer receives is setup in their [ Customer | Detail | Financial ] screen. When sales invoices are issued the amount of overrider discount is shown in their [ Customer | Detail | Other | Overrider Discounts ] screen. A credit note can be created so the customer can receive the discount they are entitled to.
- Open a Customer screen.
- Locate and load the customer.
- Open their
[ Other | Overrider Discounts ]screen. - Green-select the invoices that you wish to pay the discount for.
- Right-click and Select Credit selected overrider items... from the context menu.
- A credit note will be generated listing the invoices it covers with the taxable amounts.
Notes:- Once the credit note is issued, will be available on the customer's account to allocate to invoices or to refund.
- A non-stock controlled stock item with the stock code 'OVERRIDER' will need to be set up in advance in order for this functionality to work.