Apply a Discount to a Customer Invoice

1. Accounting > AR Deposits

2. Create AR Deposit header (Journal Name, Effective Date, Cash Account, Customer #, Check # and Amount). For this example, we entered a check at an amount of $150.

3. Double click to add to invoice(s). For this example, we're adding an invoice at an amount of $157.50.

4. Because the check was $150 and the invoice was $157.50, there is a remaining balance of -7.50. Select the account to expense this discount to (click magnifying glass to search or enter full account #).

5. Click "Add"

6. Once the posting is in balance (check amount = invoice(s) total being relieved from AR), you will receive the Post button to post the deposit.

7. To confirm the deposit relieved the full balance from the associated invoices, navigate to AR Inquiry.

8. Search by Customer or Invoice #

9. Here's our example from the steps above, reflecting the original invoice of $157.50, the full payment to relieve AR with the updated balance of 0.00.