Associating discounts with customer contracts

Add, update, or delete discounts on customer contracts.

To associate discounts with customer contracts:

  1. Open the Customer Contracts form.
  2. Select the customer contract with which to associate discounts, and then click the Discounts tab.
  3. Click Add Discount.
  4. Minimum Value—Enter the minimum charge value for which the discount should apply, and then enter the currency in the adjacent field.
  5. Discount %—Enter the discount percentage to apply once the minimum value threshold is met.
  6. Apply to Each Invoice—Select to apply the discount to all invoices regardless of whether the contract invoice reaches the minimum value threshold.
  7. Apply to Full Amount—Select 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.
  8. Click Submit.