In y'all's opinion, what record should carry the discount info, e.i. discount %, discounted amount, etc... the Invoice record or the LineItem record?

 

I figure I have three options:

 1) Include the discount info in the LineItem

 2) Create a LineItem as the discount

 3) Not discount the LineItem, discount info in the Invoice record

 

I do create proposals > milestones and then copy into invoices > items

I use the proposal area to build estimates, show my potential cost and net, etc... I currently have the discount info in the Milestone, this way I can see my net profit on ea. line when building an estimate.

 

BUT... maybe I should NOT handle the same way over in the invoice area???

 

THANKS!

All signs point to the Invoice holding the discount information.

I have decided to carry the discount data in the line item record and sum/summary into parent record.

 

Im venturing to say I'll do the same with the tax data even tho theoretically there would not be a different tax rate per each line item.

Two separate functions.

 

Take a look at the example file Invoice, that came with v12 

Yup, I have looked at various models, FM12 example files, FreshBooks, QuickBooks, etc... and they do not do it the way I'm proposing, lol. Luckily for me, my solution is for personal use only and can get away with this sillyness.

 

On the topic of discount I don't like the idea of a forced broad discount ei; 10% of the ENTIRE invoice. I may only want to discount a single item, and see net specifically reflected.

Line item carries vital data such as fee, why not other vital data such as discount and tax? What issues could this cause in a complete solution?

Line item carries vital data such as fee, why not other vital data such as discount and tax? What issues could this cause in a complete solution?

 

Anybody have some valuable info on this question? 

Take a look at the example file Invoice, that came with v12 

 

I am building my solution based off the structure in this example. Safe and sound.

Any further insight on this would be great!

 

Thanks!

Is there a question in there somewhere?

 

Why not post your file and explain what is needed?