I think what I need to do is create an invoice template which includes discount but I've just had a look at report designer and I'm baffled! (that's an understatement!)
I'm using sage instant accounts can anyone help please?
I have been posting my customer invoices as batch invoices but now I've been asked by one of my agents to show the breakdown on the invoice of the commission we pay them.
They receive 10% of the gross amount per sale and the only way I can see how to do this is to create an invoice and post that way as opposed to batch invoices?
I think usually you can add discounts to certain customer invoices within defaults - I know you can do this on Sage, but I am also using Sage Instant Accounts and that option does not appear to be visible to set up on customer records.
I'm sorry, that's not much help to you with Sage Instant.
For what it's worth, you aren't able to enter batch invoices onto Sage with Trade discounts anyway.
The only option Sage Instant gives is for a Settlement discount in the customer record. The Trade and Product discount facilities are not available here.
Found this on Sage help though:
Discount by Unit Price
By selecting the 'Discount by Unit Price' check box within Invoice Defaults, you can change the way in which Instant Accounts calculates the discount awarded to each customer.
If you apply a 'good' customer discount to a customer record, but do not select the 'Discount by Unit Price' check box in Invoice Defaults, Instant Accounts uses the following calculation on invoices:
(Unit Sales Price x Quantity) - Discount
However, if you apply a discount to the customer record and choose the 'Discount by Unit Price' check box in Invoice Defaults, Instant Accounts uses the following calculation on invoices:
(Unit Sales Price - Discount) x Quantity
In other words, with the 'Discount by Unit Price check box selected, Instant Accounts subtracts the discount from the individual unit price BEFORE multiplying this value by the quantity sold, to arrive at the final invoice value.
