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Billing

Add a discount to an invoice

Do the following to add a discount to an invoice:
  1. Select
    Actions
    , then
    Billing
    .
  2. Select the client, engagement, or project you want to bill.
  3. Select
    Detail Bill Selected
    .
  4. Enter the amounts you want to bill on the
    Summary
     tab or on the
    Time & Expense
     tab.
  5. Go to the
    Summary
     tab and enter the amount of the discount you want to apply to the invoice.
  6. Write the invoice.
  7. Select
    Save
    .
    • You can't enter a discount amount greater than the negative value of the invoice. This would result in a negative invoice, which isn't permitted in Practice CS.
    • Discounts don't appear on reports as WIP adjustments, write-ups, or write-downs that are attributable to one or more staff members. Instead, they're entered as a reduction to accounts receivable, much as a credit memo would.

This article applies to:

  • Product: Practice CS
  • Subject: Billing

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