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I've been setting sales orders up for our billing department to invoice, and our supply & commission orders almost always have a discount on the equipment. To include this discount on the invoice, I've been filling in the Invoice Discount Amount Excl Tax field, and the totals excluding and including tax include the discount in the math. But the printed / pdf invoice that gets generated and sent to the customer doesn't.include the discount, so customers are getting invoices that are substantially higher than their quotes.
How do I get the pdf invoice to take the discount into account?
Hi, if you calculate it, but it is not displayed in the layout file, I suggest you modify the layout file and add the "Invoice Discount Amount Excl Tax" field into it.
https://learn.microsoft.com/en-us/dynamics365/business-central/ui-update-report-layouts
Hope this helps as well.
Thanks.
ZHU
Okay, thanks. I'll have to loop our billing people to do that I think.
create a sales credit memo, use copy document to pull in the posted invoice,
on the line, enter the amount to deduct from the total. If you don't feel comfortable, try test it out in a sandbox before fix it in live.
I'll try that for next time. What can I do about the invoice that's already been created?
I guess what happens is you manually entered the invoice discount on the sales order and posted it. If yes, you need to use the following button. Test to find out if it works. If you want BC to calculate automatically, you need to set up discount for customers or by item per MS documentation which is readily available everywhere , here is a video link.
https://info.the365people.com/how-to-videos/dynamics-nav-sales-invoice-discount
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