Discounts can be applied to Invoices as a percentage on the entire bill. Dollar value discounts can be applied to specific Menu Item/s.
Percentage Discounts
The discount comes off the sub-total amount. Eg, if the subtotal is $2000 & you give the guest a 50% discount, the subtotal is $1000. The tax is then applied to the $1000.
Add a discount to a New Invoice
Click New Invoice
Enter the Discount Amount
Continue Adding the Invoice as normal
Add a discount on an existing Invoice
Open the Invoice you wish to add a discount to.
Scroll down the invoice below the Subtotal line
Click Add Discount
Scroll to Discount field and add a percentage discount
Click Save
Dollar value Discounts
To discount an existing Menu Item, override the Menu Item price to the discounted amount.
Click on the price of the line item you would like to override
Enter the new price in the box
Press the enter key or click anywhere on the screen to save
Alternatively add a Menu Item specifically for discounts and add a minus symbol (-) in front of the amount. For more detailed steps on applying a discount to a single line item:
Navigate to the Booking Details page.
Go to the Menu Items sub-tab.
Select Add Single Item.
Label the new item as something like "Item Discount" for clarity.
Enter the discount amount as a negative value (e.g.,
-25.00). Ensure that you input this value accurately to reflect the intended discount amount.Adjust the tax settings and revenue category depending on your bookkeeping needs.
Important Considerations
The only symbol accepted is the minus - any other symbols, such as a comma will cause an error.
Discounts that are added as a percentage are linked to the Invoice. Not the Booking itself. To show the Discount on other Documents such as Contracts, you can follow the steps in this article.
Best Practices for Managing Discounts
Use Clear Descriptions: Label negative line items clearly (e.g., "Discount on Item X") to maintain clarity in invoices and reports.
Revisit Reports Post-Adjustment: After applying discounts, review itemized financial reports to ensure the adjustments are reflected as intended.
Consult Revenue Categories: Properly assign revenue categories to track the financial impact effectively.
Financial Reporting Implications of Discounts
How It Appears: The negative line item is categorized based on its assigned revenue category. It is reflected in itemized reports, such as the Invoice List or Menu Item List (Invoice) reports.
Not Categorized as a Discount: These adjustments are not treated as formal discounts in financial reporting. Only percentage-based discounts applied using the dedicated discount field on an invoice are categorized explicitly as discounts in reports.