Is it possible to show a discount on a Lacerte invoice? We'd like to be able to auto-populate our fees and then charge a lower amount and have all amounts shown.

[sarah2]

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.

[George4Tacks · Accepted solution]

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 

Client Invoice                                    Screen 5; Code 505

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.