Discount Table

Both business and private customers can be assigned a discount table that grants a certain percentage discount once a specified euro‑amount threshold has been reached. NOTE! When using a discount table, keep in mind that it has certain limitations. For example, if the discount calculation period is the current year, all transactions for the remainder of the year must be invoiced by year‑end for the table to function correctly.

The discount table is defined in the customer list or in the customer’s window by selecting the Discount Table button.

In the window, choose the period on which the discount table is based. “Current Quarter” resets the calculation at the start of each new quarter. “Current Year” resets it at the turn of the year. “Cumulative 12 Months” uses invoicing from the past 12‑month period.

After selecting the period, click the top row of the table to activate it and enter the upper limit of the billing threshold and its discount percentage. The lower limit for the first row is automatically set to €0.00. Add the upper limit and discount percentage for the next discount levels as well, and save the table.

The discount table takes into account all matters where the customer appears as a payer. Discounts are calculated in the order invoices are generated, and the calculation also considers any invoice cancellations. Discounts from the discount table appear on both the preliminary invoice and the final invoice.

You can delete the discount table by opening it and selecting the Delete button, after which the software will ask for confirmation. Deleting the discount table does not affect invoices that have already been created.

Discount table for corporate structure

A discount table can also be set when having a corporate structure. If a discount table is set for a company having subsidiaries, it can be defined to also affect the subsidiaries by checking the Use for Subsidiaries checkbox in the discount table window.

When you select the discount table to be used also for subsidiaries, it will include invoices created for the subsidiaries of the customer.  If the subsidiaries had their own discount tables specified, they are deleted. If a discount percent was specified in the subsidiary's parameters, the parent company's discount table overwrites it. The software gives a warning and asks you to confirm that you wish to use the discount table for the subsidiaries as well.