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customer underpayment but allowing discount

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Posted on by SS-03051543-0
When applying a customer payment to their invoice, I want to leave an amount outstanding but still allow their discount. 
When I enter the amount paid in /amount to apply/ and it is less than the invoice amount, the payment discount amount on the bottom of the screen disappears.
 
Categories:
Financial Management
  • Suggested answer
    Yi Yong Profile Picture
    Yi Yong 190 on at
    customer underpayment but allowing discount
    Hello,
     
    The workaround is to add a manual journal line to the entry, you may also need to calculate the amount on your own.

    1. Calculate the discount amount.
    2. Add the amount to 'Customer' journal line.
    3. Create a new journal line to the entry and debit to discount expense.
  • SS-03051543-0 Profile Picture
    SS-03051543-0 on at
    customer underpayment but allowing discount
    Thankyou for the answers!
    I need a work around for this.  I have to allow the discount to the customer and have an outstanding balance that they will pay later.
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 4,020 Super User on at
    customer underpayment but allowing discount
    I think you need to make apply full payment to an invoice within the allowed discount period to make the discount work. For example, invoice is 100, and you apply 98 payment to it. If the payment date is within discount set up in payment terms, a discount of 2% is applied and the invoice will be closed. 
     
    If you only apply 10 again an invoice of 100, no matter when you pay, BC won't give you discount for the above scenario. 
     
    Jun Wang
     
     
  • Suggested answer
    Bilal Haider Profile Picture
    Bilal Haider 21 Super User on at
    customer underpayment but allowing discount
    Hi,
     
    I understood your issue.
     
    Pmt. Disc. Amount depends upon Payment terms, so we setup that if customer made full payment in x number of days then we will give him y % discount.
     
    So in case if the applied amount is less than the invoice amount then the discount will not be applied.
     
  • Suggested answer
    Yi Yong Profile Picture
    Yi Yong 190 on at
    customer underpayment but allowing discount
    Hello,
     
    Do you mean that you want to apply customer payment along with the payment discount but there is still an outstanding amount on the invoice after the application?
     
    If I remember correctly, it does not work this way.
     
    As long as the remaining amount after the customer payment is more than the allowed discount/tolerance amount, then the discount/tolerance amount will not be considered.
     
     

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