How To: Pay a customer's overrider discount
Table Of Contents
Overrider discounts allow customers to receive a rebate or discount based on sales activity. The overrider discount percentage is configured on the customer's [ Customer | Detail | Financial ] tab, and the resulting discount values are displayed on the [ Customer | Detail | Other | Overrider Discounts ] tab.
Once qualifying invoices have been issued, you can generate a credit note for the selected overrider discount entries, allowing the customer to receive the rebate they are entitled to.
Prerequisites
Before creating an overrider discount credit note:
- The customer must have an overrider discount configured on their [ Customer | Detail | Financial ] tab.
- Sales invoices must have been raised so that overrider discount values are available.
- A non-stock-controlled stock item with the stock code OVERRIDER must exist in the system.
Important: The overrider credit note functionality will not work unless the OVERRIDER stock item has been created.
Create the Credit Note
- Open a Customer screen using (show me how).
- Find and load the required customer record.
- Open the [ Customer | Detail | Other | Overrider Discounts ] tab.
- Green-select the invoice entries that you want to include in the overrider discount calculation.
- Right-click the selected entries and choose Credit Selected Overrider Items... from the shortcut menu.
- Khaos Control will generate a credit note showing:
- The invoices included in the calculation.
- The taxable values used to calculate the overrider discount.
- The total credit value due to the customer.
What Happens Next?
Once the credit note has been created:
- The credit note is added to the customer's account.
- The credit can be allocated against outstanding invoices.
- Alternatively, the credit can be refunded to the customer if required.
Additional Information
- You can select multiple invoice entries when creating an overrider discount credit note.
- Only the selected overrider discount entries are included in the calculation.
- The generated credit note provides an audit trail showing which invoices contributed to the rebate.
- Review the selected invoices carefully before generating the credit note to ensure the correct discount is applied.