Add credit or discount to an advertising invoice

Summary 

Learn how to apply a credit or discount to an advertising invoice so the vendor can see the reduced total on their invoice.

Add a credit or discount item

Sometimes you may need to give a vendor a discount on their advertising costs. Instead of editing the original line items, you can add a credit item to the invoice. This ensures the credit is recorded clearly in the system and displayed transparently on the invoice.

To add a credit or discount item:

• Search for the Listing or
• Go to: Sales > Listings
• Select the Listing
• Click Accounting
• Select the relevant Advertising Invoice

• Click +Add a Credit Item

• Enter a Description for the credit

This description is for internal/system use only. It will not appear on the vendor’s invoice.

• Enter the Amount for the credit
• Enter the amount with a negative sign (-) since this reduces the total invoice amount

• Click Add Item to confirm

This will create a credit entry on the invoice, and the discounted amount will show as ‘Less Amount Credit’.

Once the credit item is added, the invoice will show the ‘Less Amount Credit’ and the balance due will be updated accordingly.