Applying a Discount to SuiteProjects Pro Invoices

In SuiteProjects Pro, there is no way to automatically generate a discount with a specific percentage and apply it to an invoice. However, users with the right permissions can create discount charges manually for a client : project. Once a discount charge has been created, either one of the following can be done:

1. You can either apply the discount to an existing invoice or include it when creating a new one. If applying it to an existing invoice, the invoice must have an “Open” approval status in SuiteProjects Pro to allow the discount to be added
2. Generate an invoice that includes only the discount charge.

Note: If Invoice integration to NetSuite is enabled, users need to create discount item in NetSuite first and integrate it to SuiteProjects Pro as a service

To create the discount charge in SuiteProjects Pro, follow the steps below:

1. Go to the Client : Project that you wish to create a discount by navigating to Projects > [Open the Project record] > Financials > Billing
2. Create a Fixed fee on date or milestone billing rule > Enter discount amount on the Amount Please ensure that it has the – negative sign before the amount > Set the Service dropdown to Discount service > Populate other fields accordingly > Click Save button.
3. Run billing by clicking on Run tab > Click Next button > Select the discount charge > Click Create project billing transaction and charges button

Here are the steps to apply the discount charge to an Open invoice:

4. Navigate to Invoices > Invoices > Open > Open the invoice where you would like to apply the discount charge.
5. Go to Charges sub tab > Under Add checked charges to the invoice section, select the discount charge to be applied > Click Add button > You will see that the discount will now be applied to the invoice when you go back to the Invoice subtab
6. Submit and Approve the Invoice.

Note: If the account has invoice integration to NetSuite, invoice will integrate to NetSuite as an invoice record with a positive line item for non-discount charges and negative line item for the discount charge

The 2^nd way to use the discount charge is creating a negative invoice for it in SuiteProjects Pro and integrating it to NetSuite as Credit Memo:

7. Click Create button > Search for “invoice” > Select New Invoice …
8. Select the discount charge only > Click Save button
9. A SuiteProjects Pro invoice with a negative amount will be created
10. Submit and Approve the Invoice.

Note: If the account has credit memo integration to NetSuite, it will integrate as a Credit Memo to NetSuite