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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.

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Yi Yong 2,555 Super User 2025 Season 2 on at

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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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Bilal Haider 412 on at

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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.

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Jun Wang 8,200 Super User 2025 Season 2 on at

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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

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SS-03051543-0 on at

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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.

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Yi Yong 2,555 Super User 2025 Season 2 on at

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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.

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