How to Apply a Discount to an Invoice
Note:
Discount Codes can be created by a user with the Admin role only.
Sign in to a PlayerFirst website.
On the left navigation, click Sales > Invoices.
Use the search and filters to find the invoice you want to discount.
Click the invoice number to open the invoice.
Under Payment Schedule and History, click the .
Amount: Adjust to the amount being discounted.
Method: Use the dropdown to select Discount.
Description: Skip this section.
Click Save Payment.
Allocate to the correct line item.
Confirm that the current balance on the invoice is the original balance less the applied discount.
Admin Notes: Add a note with today’s date, a brief explanation of the actions taken, and your initials.