For example, we'd like to auto-generate an invoice using the per-form fees we have set in the system, and show the client that detail, but also put a total due that is at a discounted rate.
Individual - Screen 5 > Invoice > Discount (you can put in your own description, I used have several - Nice dog discount, Organized Client Discount, Boy the weather is nice discount, ....)
Discount Percent (.xxxx) or Dollar Amount
To apply a discount to the preparation fee billed on the client invoice, enter the discount as a dollar amount or percentage of the preparation fee. Enter the type of discount in the description. The program adds the preparation fee and any additional charges, prints the sub-total, then applies the discount and sales tax to determine the total invoice fee.
P.S. Enter the discount as a positive and it will subtract.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
