Hi Our company uses Reckon Hosted (NZ) and we have a large Food Distributor as a customer, they pay the bills for all the stores under their umbrella. We have set the individual stores up as Jobs in our hosted system, so we invoice the job (stores) and it charges it to the Head Office. Under the terms of the agreement, the Customer takes 2.5% discount off each invoice at the time of payment. At present we are having to do sales adjustment notes for the 2.5% discount against the individual invoices - which are against jobs before we can receipt the payment. With lots of stores under this customer, there is a lot of sales adjustments needed to do, and this is a very long drawn out process just to receipt the customers payment and allocate it against every invoice. As the stores are set up as jobs, we are unable to do a sales adjustment and apply it to the customer and then allocate it to the stores, as Reckon hosted does not allow this. Therefore we need to raise invoices against each store and apply them to the original invoice, to then be able to allocate the payment receipted to the main customer account, which brings up all the invoices under that account. Therefore I would like to know if there is a way to set up a 2.5% discount (similar to prompt payment discount) that can be applied at time of receipting the customer's payment. We have been advise we are unable to add the discount line to the invoice at time of invoicing, as the customer does not want the stores to see the discounted invoices. Hopefully I have explained this clear enough. I have seen on previous Quickbook videos on youtube that one can edit the payment terms and show a discount percentage but these boxes do not appear when I edit the payment terms.. The image shot below is what I saw on a Quicbook video. Any help or assistance would be much appreciated. I have tried technical support but they do not understand what I am trying to achieve.
Thanks
