Adding a Discount to a Purchase Invoice
Enerpize allows you to add a discount either at the invoice level as a whole or at the item level only within a purchase invoice. This is explained in detail below.
Total Invoice Discount
To apply a discount to the total purchase invoice, click on “Purchase Invoice Settings” under “Purchases” in the main menu and then on “Purchase Invoice.” From the discount options field, select “Total Discounts” and then click the “Save” button.
Click on “Purchase Invoices” under “Purchases” in the main menu, then click on the “Add Purchase Invoice” button.
Enter the desired products and adjust the price, then go to the discount and adjustment section. Enter the total discount amount or percentage as desired; the discount will be calculated on the total invoice amount.
Item Discount
You can control the discount for each item in the purchase invoice instead of applying a total discount to all items together. To enable this feature, go to “Purchase Invoice Settings” under “Purchases” in the main menu, then click on “Purchase Invoice.” From the discount options field, select “Item Discount” and click the “Save” button.
Click on “Purchase Invoices” under “Purchases” in the main menu, then click on the “Add Purchase Invoice” button.
Enter the desired products and adjust the price, then enter the discount in the discount field next to each item. Specify whether you want it as an amount or a percentage. The discount for each item will be processed and added to the total invoice amount.
You can enable both the total discount and the item-level discount simultaneously and choose the appropriate discount type for each invoice. To do this, select “Both” from the discount options field in “Purchase Invoice Settings” instead of choosing just one of the available discount types.