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Show billing plan incentive (discount) on invoice (#BLPLNSIOI01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20120209 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   8.X (and higher)   Video

How do I show a Billing Plan incentive (or discount) on an invoice?

  1. Select Maintenance, then Billing Plans.
  2. The list of existing billing plans will appear. Double-click on an existing billing plan to open it.
  3. The Billing plan window will appear (as shown below).Enable the Show this incentive on the Customer's invoice checkbox, as shown.Editing a billing plan
  4. You will also need to set the Analysis Code to assign the discount to. This would normally be 'RF' for Rental Fee (more on analysis codes #ANLWAC01), and a description that will appear on the Customer's invoice for the discount - something like 'Rental Discount' is generally fine.
  5. Click OK, then Done.

 

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