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Subtotals allow a subtotal price to be shown for a group of
items on an invoice.
Using Subtotals, discounts can be
applied to the overall invoice
amount or to a subset of
the items on an invoice.
For more information, see:
Showing a Discount
on the Overall Invoice Amount
To set an overall discount on an invoice, do
the following:
1. At the end of the invoice, insert a
Subtotal Item by selecting <Subtotal> in the Item dropdown
field as shown in the following picture.
2. Then enter a discount on the line
following the new subtotal.
In this case, a discount of -10% has been
entered on the invoice:
Note:
As well as
entering discounts manually on an invoice, you can store standard
discount details for selection via the Item dropdown. Read Products & Discounts for more
information.
3. Save and close the invoice.
Applying a Discount
to a Group of Invoice Items
To apply a discount to a group of items on an invoice, do the
following:
1. After the items you want to group, insert a Subtotal item by
selecting <Subtotal> in the Item dropdown field as shown in
the following picture.
Note: If you want to
insert invoice items BETWEEN items already on an invoice, select an
existing item and use the Add button in the toolbar.
2. Then
enter a discount on the line following the new subtotal.
In this case, a discount of -10% has been
entered on the invoice:
Note:
As well as
entering discounts manually on an invoice, you can store standard
discount details for selection via the Item dropdown. Read Products & Discounts for more
information
3. Then continue to add items to the invoice.
The 10% discount above is only applied to the items preceding
the Subtotal.
Applying Different Discounts to multiple
groups of items
When a subtotal item is added to an invoice, the subtotal only
includes items up to any previous subtotal item AND excludes any discount applied to the previous
subtotal. This allows different discounts to be applied to
different groups of items on the invoice as shown in the following
picture.
Nesting
Subtotals
If a Subtotal item on an invoice is preceded immediately by
another Subtotal item or by a discount applied to a subtotal, the
Subtotal will include the total values of the previous
subtotals.
Using the Subtotal item on an invoice allows great flexibility
in setting discounts on groups of items, then creating larger group
of separately discounted groups and setting discounts on the larger
group if needed.
See Also
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