Dear @lubos
On Invoices in Manager there is an option for Item wise discount in which we have to apply discount for each item separately which is also good but in future updates will we able to see another discount option for invoice total if we want to give lumpsum discount on total bill of our customer…?
in sample template attached below you can see there are two discount options available first we give 1% on item-1 then on total amount of bill receivable we give another lumpsum discount of 7% on total bill…
yeah as i said we have to apply discount for each item seperately from lines but in future can we get an update about discount upon whole invoice option after total billing, doesn’t it will become more beneficial convenient and time saving or we have to put it line wise till ages ?
You must put a discount that applies to the entire line item is separately for the simple reason that a discount must be posted to some suitable account. It is possible that every line item on the invoice will be posted to a separate account, so the program cannot determine for you which account the invoice-wide discount should be posted to.
You, personally, might post all your line items to the same account. But others do not. So a feature cannot be introduced that applies to one business but ruins things for others. You might suggest that an invoice-wide discount be apportioned to accounts according to the value of line items. That might work for some, but again not for all.
Agree with Tut & Ealfardan that this method will work, but looks like a temporary work-around.
Also agree with Mighty, to have two checkbox options for discount, one for line items, the other for whole of quote/invoice … the user can choose to select either of both options, would look more polished IMO.
Not saying it isn’t good enough … I agree it will work, I just also agreed that making “discount all” as a second checkbox would look more polished,
e.g.
No, it is not a temporary workaround. As described in the Guide I referred to, https://www.manager.io/guides/24843, it is a permanent feature built into the program.
You are very unlikely to see the developer add a feature that complicates transaction entry when another feature provides the same capability. Moreover, the existing feature addresses the problem of where to post the discount under all situations, which @Mighty_G’s suggestion would not. In reality, what is being requested is that the location of an overall discount appear in the Totals section of the invoice instead of as a line above the subtotal. This would also complicate other options that @Mighty_G apparently did not consider, such as tax withheld at the source, credit notes for returns, etc.
Discount Line Item