Configuring Discounts

← Controlling Invoice Calculation

JustOn Billing & Invoice Management supports three types of discounts:

• Item-based discount
• Order discount
• Invoice discount

Item-Based Discount

The item-based discount reduces the price of an invoice line item. This discount type is applied to an individual invoice line item before the invoice subtotal is calculated.

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Depending on the Gross Invoice setting (see Gross Invoicing), the item-based discount reduces either net prices or gross prices.

Two fields on the invoice line item can control this discount:

Field	Data Type	Default Value	Description
Discount	Percent(3,2)	0%	Specifies a percentage discount rate used to calculate the discount amount that is applied to the invoice line item price. Takes precedence over the Discount Amount field.
Discount Amount	Currency(16,2)		Specifies the discount amount by which the invoice line item price is reduced. Must be a negative value. When specifying a discount amount, the Discount field must be empty.

There are various options to have the discount set for an invoice line item:

• You can use the ON field mechanism, Salesforce flows or other automation tools to have the Discount or Discount Amount field set automatically when generating invoices and invoice line items.
• Users can set the Discount field on subscription items, as described in Defining Item Discount.
• Users can specify the discount percentage or discount amount manually for invoice line items of draft invoices, as described in Editing Invoice Line Item.

Item-based discount example

Example calculation for an invoice with item-based discounts and 19% tax rate:

Pos	Quantity	Unit Price	Pos Total (net, no discount)	Discount	Pos Total (net with discount)
1	2	5,00	10,00	5%	9,50
2	5	4,00	20,00	10%	18,00
3	3	10,00	30,00	20%	24,00
		Subtotal (net)			51,50
		Tax (19%)			9,78
		Grand Total			61,28

When using item-base discounts, you may want to adjust the invoice line item table to show the applied discount.

Order Discount

The order discount reduces to the subtotal net value of an invoice (which represents an order). This percentage-based discount is applied to the sum of the invoice line item prices and, consequently, "distributed" proportionally to the relevant invoice line items. Using this discount type also reduces the tax amount subsequently.

Only invoice items of the type Product are subject to the order discount. In addition, invoice line items with the checkbox Exclude From Order Discount selected are exempt from the order discount calculation.

Note

If you use deposit invoicing or pro forma invoicing, be aware that JustOn does not consider order discounts with the deposit or pro forma invoices, but only when generating the final invoices.

Examples

Example calculation for an invoice with 10% order discount and 19% tax rate

Pos	Quantity	Unit Price	Pos Total (net, no discount)	Pos Total (net with prorated discount)
1	2	5,00	10,00	9,00
2	5	4,00	20,00	18,00
3	3	10,00	30,00	27,00
		Subtotal (net)	60,00
		Order Discount (10%)	-6,00
		Subtotal (discounted)	54,00
		Tax (19%)	10,26
		Grand Total	64,26

Example calculation for an invoice with 25% order discount and 19% tax rate

Pos	Quantity	Unit Price	Pos Total (net, no discount)	Pos Total (net with prorated discount)
1	2	50,00	100,00	75,00
2	2	25,00	50,00	37,50
3	1	25,00	25,00	18,75
		Subtotal (net)	175,00
		Order Discount (25%)	-43,75
		Subtotal (discounted)	131,25
		Tax (19%)	24,94
		Grand Total	159,19

Example calculation for an invoice, including a negative invoice line item, with 10% order discount and 19% tax rate

Pos	Quantity	Unit Price	Pos Total (net, no discount)	Pos Total (net with prorated discount)
1	2	5,00	10,00	9,00
2	5	4,00	20,00	18,00
3	3	10,00	30,00	27,00
4	1	-10,00	-10,00	-10,00
		Subtotal (net)	50,00
		Order Discount (10%)	-6,00
		Subtotal (discounted)	44,00
		Tax (19%)	8,36
		Grand Total	52,36

Setting up order discounts involves these configuration steps:

• Optionally, setting the ON field ON_AEDiscount on the object based on which JustOn generates invoices
• Optionally, adding the corresponding button to the invoice layout for manual application
• Adjusting the table columns to be displayed with an invoice

Adding Order Discount Button

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You can use the ON field mechanism, Salesforce flows or other automation tools to have the Order Discount field set automatically when generating invoices.

To make the order discount feature accessible for business users, you add the order discount-specific button to the invoice layout.

1. Navigate to the object management settings of the Invoice object.
2. Click Page Layouts.
3. In the row of Invoice Layout, click Edit.

4. Add the Set Order Discount button to the page layout.

   In Salesforce Lightning, drag the button from the Mobile & Lightning Actions palette to the Salesforce Mobile and Lightning Experience Actions section.

   In Salesforce Classic, drag the button from the Buttons palette to the Custom Buttons area.

5. Click Save.

   For help about modifying page layouts, see Managing Pages.

Adjusting Invoice Table Columns

When using the order discount feature, you can adjust the invoice line item table to be displayed on the printed invoice accordingly (see also Adjusting Invoice Line Item Table).

1. Open the template to be edited.

2. In the Information section, click next to the Table Columns field and specify the discount-related columns as required, then click Save.

   The following relevant columns are available:

   Field API Name	Displayed Label	Description
   AEDiscountAmount__c	Order Discount Amount	The prorated discount amount.
   PosTotalNetNoAE__c	Pos Total (net)	The total net value of the invoice line item.
   PosTotalNet__c	Pos Total (net)	The total net value of the invoice line item minus the prorated discount amount. This is also the default Pos Total (net) column.

   The resulting line to define the table content could look like this:

   PosNo;Title__c+Description__c;UnitPriceCalc__c;Quantity__c+Unit__c;TaxRate__c;PosTotalNetNoAE__c
   

Invoice Discount

The invoice discount (temporarily) reduces the grand total of the invoice. It is applicable to the total gross value for a defined time frame – usually in order to motivate the buyer to make the payment within this specific time.

If JustOn registers a payment that covers the discounted grand total within the granted period, it generates two balances: one of the type Payment for the actually paid amount, and another one of the type Clearing – specifying the clearing reason Discount – for the difference (see Standard Balance Types). The two balances offset the grand total, which sets the invoice Paid.

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Balances of the type Clearing and with a specified clearing reason are taken into account when generating booking details from balances.

The relevant fields on the invoice include:

Field	Data Type	Default Value	Description
Discount Rate	Percent(2,1)		Specifies the discount percentage by which the grand total is to be reduced. Is the calculation base for all discount-related fields.
Discount Payment Due	Number(3,0)	14	Specifies the time (in days) after which the discounted payment is due.

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JustOn determines the values for the related fields Discount Amount, Discount Payment Due Date and Discounted Grand Total when the discount rate and the discount payment due are set.

Managing Invoice Discount

There are various options to have the discount set for an invoice:

• You can use the ON field mechanism, Salesforce flows or other automation tools to have the Discount Rate and Discount Payment Due fields set automatically when generating invoices.
• Users can specify the discount percentage and discount payment due time manually for draft invoices, as described in Applying Invoice Discount.

Adjusting Discount Message

The invoice template includes a specific text block for the discount information.

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Whether the text is displayed or not depends on whether the discount is set for the invoice.

To configure this text:

1. Open the template to be edited.

2. In the Payment Information section, click next to the Discount Message field and specify the information as required.

   Alternatively, you can click Edit in the detail view to edit the field.

3. Click Save.

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Template text blocks can contain

• plain text
• placeholders
• HTML code for tables, lists and links

If you use HTML code in template text blocks, make sure to write all code in a single line to avoid line breaks being converted to <br/> tags.