How to Add a Permitted Discount for a Customer After Invoice Issuance

Clarification on how to add an allowable discount to the customer after creating a sales invoice. To add a discount to the customer after creating the invoice, you can follow these steps:

Method One: Adding the Discount to the Invoice

1. Creating an ‘Allowable Discount’ Account in the Chart of Accounts:

   • Go to the Chart of Accounts and click the “+” sign to add a new account.
   • Enter the account name: “Allowable Discount”.
   • Select the account type: Expenses.
   • Check the option to enable payment and collection through this account.

2. Deducting the Amount from the Invoice:

   • Go to the required invoice and click the “Pay” option next to the invoice.
   • Select the “Allowable Discount” account.
   • Enter the discount amount, and the remaining balance on the invoice will change to “Paid”.

   Method Two: Adding the Discount via Manual Entry:

   • Go to the Accounting section and click the “+” next to Manual Accounting Entries.
   • Select the account type “Customer Payment”.
   • Enter the entry details:
     • On the debit side: Select the “Accounts Receivable” account and specify the customer name.
     • On the credit side: Select the “Allowable Discount” account with the same discount amount.

• • In the same customer row, click the invoice icon and select the outstanding invoice you want to link the payment to.
  • Enter the collected/to be deducted amount for each invoice.
  • Save the entry.

1. • Click Save.

How to Display the Allowable Discount When Printing or Exporting a Sales Invoice:

To display the payment method/payment account (the voucher used for payment / allowable discount account) when printing a sales invoice, follow these steps according to the designer you’re using:

First: If You’re Using the New Designer

• Settings → General Settings.

• Select Sales Invoice Settings (or Credit Note Settings if needed).

• Scroll down the page and open the Invoice Designer/Tax Invoices Designer.

• Position your cursor where you want the payment method to appear.

• Click the ( … ) button next to the toolbar → Document Details → Select Payment Method → Save.

Second: If You’re Using the Default Designer

• Settings → General Settings → Sales Invoice Settings.

• In the Print Settings section: uncheck the Default Format option.

• In the Page Header: click Document Details from the toolbar and select Payment Method then Save.

For a video explanation of the steps: https://releases.qoyod.com/release/pfDN9-adaf-tryk-aldfaa-al-msmm-foatyr-almbyaaat-oalashaaarat-aldayn

Additional Notes:

• Make sure the added discount reflects the amount agreed upon with the customer.
• You can verify the financial impact of the discount in sales and expense reports.
• You can also add the discount while creating the invoice so it appears on the invoice through the total discount feature. For more details: