Configuring Discounts
← Controlling Invoice Calculation
JustOn Billing & Invoice Management supports three types of discounts:
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.
Info
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
orDiscount 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
Info
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.
- Navigate to the object management settings of the Invoice object.
- Click Page Layouts.
- In the row of Invoice Layout, click Edit.
-
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.
-
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).
- Open the template to be edited.
-
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;UnitPriceNet__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
andDiscount 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:
- Open the template to be edited.
-
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.
-
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.