Forum Discussion

HammerHire1's avatar
HammerHire1
Contributing User
9 months ago

Customer % discount for early payment (AccountRight) does not work!

Hi,    I am wanting to give a customer % discount for early payments in AccountRight. I have placed a discount in the card file and then also tried it against a particular invoice and it still does...
Customer % discount
  • Princess_R's avatar
    Princess_R
    8 months ago

    Hi HammerHire1,

     

    Thanks for your response.

     

    Upon further review and replication on my end, I've observed that the discounts aren't appearing or being applied to invoices due to the set discount days being 60. It's important to rectify this, as setting the discount days to 60 isn't feasible if your due days are only 30. I recommend adjusting the discount days and creating a dummy invoice for that customer. This should enable you to apply for or view the discount. Please be aware that this adjustment will only be reflected in newly created invoices.

    Please feel free to reach out if you require further assistance. 

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess

HammerHire1's avatar
HammerHire1
Contributing User

Hi Genreve, 

 

I have viewed your credit terms and i have followed exactly to what it says however it is still not working. The only time it works is when you amend a particular invoice and add discount through the Term's button within the invoice.

I want to apply it to entire account and its not letting me.

 

Can i speak to someone over the phone to help me. Could this be an API issue as our invoices are fed into MYOB from another system.

 

Please advise

Princess_R's avatar
Princess_R
MYOB Moderator
9 months ago

Hi HammerHire1,

 

Thank you for your post and patience in waiting for a response.

 

I noticed that you'd raised a similar question back in February, and I've responded to it. Could you take a moment to revisit this post: https://community.myob.com/t5/AccountRight-Sales-and-Purchases/Customer-discounts/td-p/859095? I'm curious to know if you're still having trouble with customer discounts. If that's the case, could you share a screenshot of the credit terms applied to the customer card, the discount applied to invoices, and the settings of the linked account? 

 

Please feel free to post if you require further assistance.

 

Cheers,

Princess

  • HammerHire1's avatar
    HammerHire1
    Contributing User
    8 months ago

    Hi, 

     

    Thank you for replying back to me.

     

    I have read my previous post and i still didn't get the answer i was looking for:

    1. I have tried adding discount through Customer card file, didn't work. (Attached 2 screen shots. 1 showing the amendment to the customer card and 2 showing you when taking a payment how discount doesn't appear)

    2. I have put the discount on individual invoice (this worked however i want to apply it to the customer card. I dont want to have to put it on each invoice, this is very time consuming when we invoice each customer multiple invoices weekly from  a different system that then feeds into MYOB) 

     

    • Princess_R's avatar
      Princess_R
      MYOB Moderator
      8 months ago

      Hi HammerHire1,

       

      Thanks for your response.

       

      Upon further review and replication on my end, I've observed that the discounts aren't appearing or being applied to invoices due to the set discount days being 60. It's important to rectify this, as setting the discount days to 60 isn't feasible if your due days are only 30. I recommend adjusting the discount days and creating a dummy invoice for that customer. This should enable you to apply for or view the discount. Please be aware that this adjustment will only be reflected in newly created invoices.

      Please feel free to reach out if you require further assistance. 

       

      If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

       

      Cheers,

      Princess

      • HammerHire1's avatar
        HammerHire1
        Contributing User
        8 months ago

        Hi, 

         

        Thank you for your email, 

         

        This now works however it wasn't the fact that i had pushed the discount days to 60 (even though this also effected it) but when you said it is only applied on invoices processed after the discount is applied, this is where my testing wasn't working.

         

        Thank you for your help, it works now.

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.