Quotes - Ability to set default for Discount by % or amount
While it's nice to be able to enter a fixed value discount in our business we use % discounts only. We find the new quote discount field feature that requires a % for the discount or it defaults to $ amounts is causing us to make errors. This is especially confusing as it use to default to % and the invoice still does. I have a couple of suggested updates:
- Create a site wide setting to choose whether your default is $ or %.
- Include a dollar symbol when it is a fixed amount discount to highlight it's not a percentage.
Janine Trembath
shared this idea
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Robert Horntvedt
commented
Complete agree with Alan below, surely a % discount is the most common form of discount in business. We are a business with hundreds of product lines sold across hundreds of customers, and all could have different levels of % discounts applied depending on qty purchased, promotions, etc.
For what possible reason would a % default be removed from what was a perfectly good invoicing system??
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Alan Grant
commented
I really find this infuriating as I have worked in many different companies over the last 30 years and have never known monetary amount to be used more than a percentage in the way of giving customers discount.
I have only just changed over to the new invoicing in the last two weeks and there has been several mistakes made by very good and competent employees including myself.
This need to change ASAP as it’s very frustrating but also it’s in Xeros interest as when we call a customer to explain the invoice is incorrect we say it’s due to a stupid glitch on our XERO accounts package.
If not fixed I would definitely consider changing accounts package.
Xero listen to your customers.
Alan
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April Hartley
commented
Having to enter % each time is time consuming when you have multiple lines with different discounts. Mistakes are easily made giving a dollar discount instead of a percentage discount. Definitely should be an option to change this. Mistakes have already been made!!
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Matthew Burnett
commented
Hi Xero Team,
Has there been a solution to this issue as yet , we are being forced to go to New Style of invoicing next month and this is causing us mistakes on our invoices leading to money loss and upset customers
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Sam Robilliard
commented
Just started using this function and nearly made a massive loss. At least give as an option of default unit.
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Andi Uhl
commented
Fully support this. There should be an option to make the discount in % the default. Or make an option in the settings to choose discount by default % or in $. The way it is in Quotes and New Invoices is confusing and causes errors.
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Rachel Harvey
commented
Our client is really unhappy with this, which has caused her errors and lost profits. Please create a fix for this issue.
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Zak Hart
commented
Please, we need this fixed ASAP. We agree also! It is creating small little errors but can be very impactful for the overall amount on the quote or invoice!
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Helen Erwin
commented
Yes please, we need this fixed urgently - our sales people are making errors as we use % discounts only.
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Raymond Mattyssen
commented
Yes I agree ...
The other problem than what you have stated is that when invoicing the same option isn't there so then you have to work out what the $ value is into a percentage ...I HAVE TO GO BACK TO MYOB to work that out !! should never have left them !! at least they have a call service to talk to someone ...
worst part is they have no phone number and you feel helpless