/
How to Apply a Concession to an Invoice

How to Apply a Concession to an Invoice

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Sales > Invoices.

  3. Use the search and filters to find the invoice you want to discount.

  4. Click the Invoice Number to open the invoice.

  5. Under Payment Schedule and History, click the .

  6. Method: Use the dropdown to select Concession.

  7. Method Sub-Type: Use the dropdown to select the reason for the concession.

  8. Amount: Enter the concession amount.

  9. Description: Include any necessary notes.

  10. Click Save Payment.

  11. Allocate to the correct line item.

  12. Confirm that the current balance on the invoice is the original balance less the applied discount.

  13. Admin Notes: Add a note with today’s date, a brief explanation of the actions taken, and your initials.