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Setting discounts per relation, registration, or invoice

Updated

In this article, you’ll learn how to set and apply discounts in AdminPulse. Discounts can be either fixed amounts or percentages, and you can apply them at various levels: per relation, registration, invoice schedule, or individual invoice. We will show you where and how to apply these discounts and what to keep in mind when doing so.

Types of discounts

You can apply discounts in two forms:

  • As a percentage (0% – 100%)
  • As a fixed amount (only directly on an invoice)

Limitations and conditions for discounts

You cannot apply discounts in the following cases:

  • To intra-company invoices
  • To invoices that are finalized or locked
  • If the discount amount is greater than the invoice total

💡 Please note:

  • Discounts can only be applied to relations with the status Customer.
  • Negative discounts are not allowed.

Setting a discount per relation

Want to assign a standard discount to a customer automatically? You can set this at the relation level:

  1. Go to the Relation file > section Invoicing > Invoice data and settings.
  2. Find the Discount field.
  3. Enter a percentage (e.g. 10).

💡 Automatic result: from now on, every invoice proposal for this customer will automatically include a discount line.

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Setting a discount via invoice scheduling

Want to apply discounts per invoice schedule? Follow these steps:

  1. Go to the Relation file > section Invoicing > Invoice scheduling.
  2. Open the settings of an existing invoice schedule.
  3. Enter the desired Discount percentage in the Discount field.

💡 You can apply a different discount percentage to each schedule. It will be applied automatically when generating invoices.

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Applying a discount during invoicing

Need to provide a special discount on a specific invoice? You can do this directly in the invoice proposal.

  1. Go to Invoices > Invoice proposals.
  2. Open the invoice proposal via the arrow icon on the left of the invoice line (Down arrow).
  3. Click + Add discount.
  4. Choose between a percentage or a fixed amount (VAT included or excluded).
  5. Enter the desired value. Changes are saved automatically.

💡 Want to change the discount? Just click the discount field you wish to change in the proposal and update the value.

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Applying a discount during registration

Discounts can also be added while registering services or expenses.

  1. Go to Registration > New registration.
  2. Fill in the relevant details you wish to register.
  3. Find the Discount field.
  4. Enter a percentage. The system will automatically update the amount.

💡 You can still change the discount later by editing the registration. The total registered amount will be recalculated.

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Tips & best practices

  • 💡 Regularly review the discounts set for customers, especially when pricing agreements change.
  • 💡 Record any special discount agreements in the customer's relation file.
  • 💡 Use percentage-based discounts for easier and scalable calculations.
  • 👉 Be careful with fixed discounts — make sure you account for VAT included versus excluded properly.

Good to read

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