Applying 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 |
Make sure that the order discount feature is set up accordingly.
To to grant a discount on the subtotal net value of a draft invoice (which represents an order), proceed as follows:
- Open the invoice you want to modify.
- Click Set Order Discount.
- Specify the (percentage) discount value as required.
-
Click Save.
This immediately applies the discount to the invoice and its line items. Consequently, the following subtotal rows will be displayed:
Row Description Subtotal (net) The sum of all total net values of the invoice line items without order discount. Order Discount (X.X%) Shows the discount percentage and the discount amount. Subtotal (discounted) Subtotal (net) minus order discount amount. If there is no order discount defined, the invoice will display only the subtotal (net).