Discounts at Different Levels

A discount on the final invoice amount is most often given at the customer, matter, or invoice level. A discount percentage can also be defined for a specific business unit to apply to its all customers, but this practice is not very common.

A discount defined for a business unit can be overridden at the customer level by adding a discount percentage to the customer’s parameters. A customer can also be assigned a discount table for longer-term invoicing.

At the matter level, the discount is always added per party in the Parties folder of the matter, which then overrides any discounts given at other levels.

At the invoice level, the discount is applied in the preliminary invoice’s Payers folder by selecting the payer row and choosing Discount from the ribbon, which opens the discount window.

Discounts on the preliminary invoice can be given either as a percentage or in euros. If a discount percentage has been defined in the customer’s parameters or in the matter party’s details, or if the customer has a discount table, this discount will appear in the window. However, it can be modified or set to zero, in which case the invoice generated from the draft will be created without any discount.

On the invoice, the discount appears as its own line and applies to the net total of the transactions, but it does not affect fixed‑price transactions or expenses.