This discount is applied directly to the sales invoice, either by a percentage or a fixed amount.
Steps to create an Invoice Discount program
Step 1. Go to Trade Discounts menu → click New
Step 2. In the Add Trade Discount form, fill in the required fields:
Name: enter the program name
Person in Charge: select the responsible person
Start Date - End Date: select the start and end date of the program; the program is only valid within this period.
Discount Policy: select Invoice Discount.
Discount Type: choose either Percentage or Fixed.
Description: enter a description of the program (optional).
Attachment: attach files and images if any.
Step 3. Open the program detail and create discount rules → then click Save.
Click New → the Invoice Discount popup appears→ fill in the fields:
Note: enter the program name
Customer Groups: select applicable customer groups if needed; if not selected, the rule applies to all customer groups by default.
Customers: select specific customers to apply; if not selected, the rule applies to all customers or to customers belonging to the selected groups.
Click Add Discount Tier to define discount levels.
Minimum Invoice Amount: the minimum invoice value required for the discount to be applied.
Discount percentage/Discount Fixed: the discount applied — either a percentage (e.g. 5 means 5% off the invoice total) or a fixed amount, depending on the selected Discount Type.
Maximum Discount Amount: the maximum amount of discount allowed (to prevent excessive discount).
