As those who have worked with discounts before may know, sometimes a discount may need to be removed from the invoice. Previously, this was an all or nothing sort of function where there is an option to remove the discount but it would be for the entire invoice. However, now with our new invoice page, you should have the ability to remove a discount applied to just one specific item instead of every single thing found on the invoice.
First, let's start off with an invoice with two different discounts found on it. In this scenario, I want to just remove one of the discounts instead of having to remove all the discounts found.
The first step I would need to do is to select the "Edit Invoice" button.
What this will allow me to do is to edit the discount and item amounts found on the invoice. Once selected, you'll note that the discount fields now become editable:
In this case, I want to remove the first discount found. Let's go ahead and click on the amount. This will bring up a pop-up window allowing me to set the discount to any amount. Since we're trying to remove this specific one, setting the discount amount to $0 will do the trick. (Note: "Name your edit" and "Reason for edit" fields are not actually editable for discounts and will not change the name or add a note to the discount)
Once I select to "Save Changes", the discount will now be set to $0, effectively removing the discount.
- You may need to refresh the page in order for the display to update any changes.
- When ASAP "removes" a discount, we do not actually delete the record outright. What we do is we create an equal and opposite amount to have the discount equate to $0. This is to keep a historical record of when the discounts were added and "removed".