Thank you everyone for engaging about the need for a discount column in Bills with us here.
While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;
Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
Use a separate line of the bill to enter a whole amount discount with a negative Price amount
If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal will show “includes a discount of ‘x’”
As we continue to uplift areas of Bills this is a feature that our product team are aware of, and would like to solve for. Though we can’t provide any time frames as yet, we'll keep you updated through this thread as soon as there's movement to share.
Thank you everyone for engaging about the need for a discount column in Bills with us here.
While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;
Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
Use a separate line of the bill to enter a whole amount discount with a negative Price amount
If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal…
Most of our main suppliers offer us an early settlement discount. It is very time consuming having to manually calculate this.at the 'Make Payment' stage. An 'apply discount' function would be far quicker and easier.
Most of our main suppliers offer us an early settlement discount. It is very time consuming having to manually calculate this.at the 'Make Payment' stage. An 'apply discount' function would be far quicker and easier.