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Invoices can be discounted by a dollar amount applied to the invoice total or by a percentage applied to the original or adjusted amount for fees. The discounted amount can be added to the invoice or subtracted if a negative sign is added to the discount amount. The invoice must be allocated to a matter before a discount can be applied.
To Discount an Invoice:
1. Open the Invoices module.
2. Create an invoice or open an existing invoice.
3. On the Base Info tab, click the Discount button.
4. To apply a discount to the fee total: Select the Fee Discount Percent option. The discount will be applied to the adjusted amount of the invoice. Fee discounts are calculated and then subtracted from the invoice amount.
The discount will be recalculated each time a fee line item changes on the invoice. For example, if a manual adjustment of –50.00 is made to a fee line item, the discount will be recalculated based on the lower adjusted amount of the invoice.
To apply a discount to the invoice total: Select the Invoice Level Discount option and enter the dollar amount in the Discount Amount field. You must include a minus sign for the amount to be subtracted from the invoice.
5. Enter a reason for the discount in the Comments field.
6. Click Apply.
7. Click OK on the message confirming the invoice-level discount.
8. Click OK on the message informing you the amount the invoice will be discounted.
The discount amount will display as a separate line item on each matter of the invoice with the date the discount was applied.
To Remove an Invoice-level Discount:
1. Open the Invoices module.
2. Open an existing invoice with an invoice-level discount.
3. On the Base Info tab, click the Discount button.
4. On the Invoice Discount dialog box, remove the text in the Discount Amount field.
5. Click Apply.
6. Click OK on the message confirming deletion of the invoice-level discount.
If your access level allows, you also can delete invoice-level discounts from the Matter tab by deleting the invoice-level discount line item for a matter. Deleting the discount this way will remove all invoice-level discount line items for all matters for the invoice.