Distribute Credits/Discounts Dialog

You can distribute credits or discounts to individual line items on invoices with a status of open or prepaid before paying or crediting. See Distributing Credits & Discounts.

Use the Distribute Credits/Discounts dialog box to:

Distribute credits and/or discounts on an Open or Prepaid invoice -

• Enter a credit/discount percentage in the Credit/Discount(%) box or a credit/discount dollar amount in the Credit/Discount($) box. If you enter a dollar amount, it is divided and distributed among all the lines in the invoice. If you enter a discount percentage, the percentage appears in the invoice in the Discount Applied box in view two of every invoice line item of the invoice.
• Select Overwrite existing charge or Adjust existing value, which adds the credit/discount to the existing amount.
• Select Evenly across line item segments or Based on total quantity received.

Enter notes regarding the credits/discounts - Type the text in the Note box. The text appears in the Invoice Pay History.