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Discount amount is incorrect on a Progress Invoice

When you create more than one invoice for a percentage of an Estimate that includes a discount, the discount amount calculates incorrectly on all invoices except the first one.

What you can try now

The discount only calculates incorrectly if it is a fixed amount.

You can use a discount item that calculates as a percentage to prevent this issue in the future:

  1. Choose Lists > Item List.
  2. Click the Item button and select New.
  3. Click the Type drop-down and select Discount.
  4. Enter the Item name and number (optional) in the Item Name/Number field.
  5. Enter the discount amount in the Amount or % field.
    Important: Include the % symbol to ensure the discount calculates as a percentage. 10% for example.
  6. Click the Account drop-down and select the appropriate Account or Add a new Account. (This is usually an expense account.)
  7. Enter additional information in the other fields as necessary.
  8. Click Ok
  9. (Optional) You may mark the old item as inactive to avoid using it in the future.

Important: When creating a new Estimate that uses a discount, select this item in place of your old discount item.

Alternate Solution: You may continue to use the Discount Item as a percentage by changing the way you create your last Invoice for an Estimate.

  1. Create the Estimate and all Invoices as you usually would except for the last one.
  2. When you create your final Invoice for your Estimate:
    1. Choose Customers > Create Invoices.
    2. In the Available Estimates window, select your Customer from the Customer:Job drop-down.
    3. Select your Estimate from the list.
    4. Click Ok.
  3. Select the Create invoice for a percentage of the entire estimate option in the Create Progress Invoice Based on Estimate window.

  4. Enter the remaining percentage to complete the invoicing of the Estimate in the % of estimate field.
  5. Click Ok.
  6. Complete the remaining fields on your Invoice as necessary.
  7. Click the Save & Close button.
    Note: When you enter a remaining percentage for the final Invoice, the Discount Item will calculate correctly.


Detailed instructions




KB ID# SLN46270
4/26/2017 4:45:55 AM
QYPPRDQBKSWS09 9138 Pro 2017 fc1366