This article demonstrates how to successfully apply a pre-defined discount in the hosted/desktop software.
Entering a Pre-Defined Discount
Select the Invoice - Billing & Pmts from the Attached Forms Tree.
Navigate to the Discounts section of Itemized Billing Charges.
Select line 2, Predefined Discount.
Select Choices.
Your list of saved pre-defined discounts will open.
Highlight the discount you wish to apply and select OK.
Ensure the discount applied correctly on the Invoice.
