Billing Q&A: Courtesy Discount by Percentage

August 2020    Tags: , ,

We have agreed to give one of our clients a 10% fee discount on their next statement. We want this discount to stand out on the statement, perhaps on a separate line from any other totals. Is there a way to do this?

A courtesy discount can be applied against the fees billed on the current statement being processed, and is automatically shown on their own line. Courtesy discounts cannot be applied against costs or a previous balance.

To specify a courtesy discount

  1. From the File menu, point to Open and select Client.
  2. Select the Client ID for which you want to apply the discount.
  3. On the Billing Options tab, in the Courtesy Discount section, select a Discount Type of Percentage.
  4. In the Percent field, enter the agreed upon discount. For 10% enter 10.00
  5. Optionally select the Change Discount Type to None after statement updated check box.
  6. Press Ctrl+S.

Note: Courtesy discounts apply proportionately toward each timekeeper whose time is billed on the statement.

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