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Managing Discounts

JustOn 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.

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Depending on the Gross Invoice setting (see Enabling 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.
Discount Amount Currency(16,2) Specifies the discount amount by which the invoice line item price is reduced. Is applied if the Discount field is empty.

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

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

Order Discount

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

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Order discount support is available as of JustOn 2.41.

Note

If you use pro forma billing, be aware that JustOn does not consider order discounts with the 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

Setting up order discounts involves two configuration steps:

Adding Order Discount Button

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You can use the ON field mechanism, Salesforce processes 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 Change 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, double-click 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 for the difference (see Standard Balance Types). The two balances offset the grand total, which sets the invoice Paid.

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 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 processes or other automation tools to have the Discount Rate and Discount Payment Due fields set automatically when generating invoices.
  • You 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, double-click 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, links, etc.

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.