Applying a Discount to an Existing Proforma Invoice

Starting in Release 28, association staff can apply a discount to an existing proforma invoice.

To apply a discount to an existing proforma invoice, complete the following steps:

1. Go to the Proforma invoice for which you want to apply a discount.
2. On the Invoice profile, click the Add profile menu and then click the Discount link. This will display the Add Discount form.
3. Click the search icon next on the Discount field. The List – Price pop-up window will display showing the list of available discounts.

   You can also enter search criteria in the Discount field before clicking the search icon to narrow down your list of search results.

   Important: All price attributes must be adhered to for a discount to be available for selection. For example, if the discount requires an invoice source code, then the user must enter the source code on the invoice profile before adding the discount. If the invoice’s source code does not match the discount’s source code, the system will display the ‘Invoice source code does not match the source code required by the discount.’ error message.

   Note: Auto-apply discounts will not appear on the Discount list when you add a discount to an existing invoice. Auto-apply discounts are applied during invoice creation only.

4. Click the name of the discount you would like to apply. The Add Discount form will update to show the discount you selected.
5. Click the OK button. This will update the proforma invoice profile balance on the Line Items child form to reflect the discount applied to the invoice. Also, the applied discount will be populated on the Discounts child form.Note: The Discount link on the Add profile menu will be disabled if the invoice is not a proforma.

Applying Payment to the Proforma Invoice

To make payment to the proforma invoice, complete the following steps:

1. On the Proforma Invoice profile, click the Add profile menu and then click the Payment link. This will display the Add Select Invoices to Pay form.
2. The Payment Amount field automatically fills with the full amount of the invoice(s) and is not initially editable. To make the payment amount editable, uncheck the Auto Default checkbox. The Line Items to Pay field displays the discount applied to the invoice.NetForum automatically applies the payment to the items on the invoice(s). To change an applied amount, edit the amount in the Payment To Apply field
3. Complete the Source Code, Media Code, and Paid By fields as needed.
4. Click the Next button. The Add Payment | Apply Payment page opens.
5. Enter the required fields and then click the Save & Finish button to complete the payment. For detailed information on each field and various payment options available on the Add Payment | Apply Payment form, refer to the Add Payment topic.

   Once the payment transaction completes you will be redirected to the Invoice profile.