SHORTS

In PERIFACT, there are 4 ways to give discounts:

• On the total amount
• Percentage discount at line level
• By filling in numbers negatively
• Or add a discount line

Below we will briefly explain them:

Discount on total amount

When creating or modifying an invoice, a discount can be given on the total amount of the invoice. This can be an amount or percentage. When creating the invoice, go to the [Payments and Amounts] tab.

Percentage discount at line level

You can also discount a percentage for 1 specific line, see image:

Discounting by negative numbers

By entering negative numbers, discounts can also be given. See figure:

Adding a discount rule

By adding a separate discount rule, discounts can also be given. To do so, press the discount rule button first. See image:

EDIT PRESENTATION

You can control the presentation of discounts in PERIFACT! Go to main menu SETTINGS - BASICS, [Presentation] tab.

There are a number of options there:

• Show discount percentage in product description: because there are many (home-made) layouts that do not have a "Discount Percentage" column, any line discount is listed in the DESCRIPTION of the rule. If there is no need for this, turn it OFF. (default : ON)
• Show discount amount in summary: Each document (invoice/quote) closes with the total amounts in the summary, if given discounts should not be shown, turn this off. (default: ON).
• Show gross total amount without discount in summary:  the summary can start with the absolute amount without discounts ( discounts can be as described on line level as on total amount). If this number is not desired turn it OFF. (default: ON ).