Add, update, or delete discounts on customer contracts.
To associate discounts with customer contracts:
-
Select Work > Contract Management > Customer Contracts.
-
Select the customer contract with which to associate discounts, and then click the Discounts tab.
-
Click Add Discount.
-
Specify this information:
Minimum Value - Specify the minimum charge value for which the discount should apply, and then enter the currency in the adjacent field.
Discount % - Specify the discount percentage to apply once the minimum value threshold is met.
-
Optionally, select the Apply to Each Invoice check box to apply the discount to all invoices regardless of whether the contract invoice reaches the minimum value threshold.
-
Optionally, select the Apply to Full Amount check box to apply the discount to the full amount of the invoice or contract. If unselected, the discount is applied to the difference between the net amount plus adjustments and Minimum Value.
-
Click Submit.