Creating an Off Invoice Discount

Step1.

Click the Off Invoice Discount button.

Notice the date, deal and value fields that are displayed after clicking the Off Invoice Discount button.

The fields highlighted in pink are mandatory.

Step2.

Enter information in the mandatory fields. You may enter information in the other fields as required. Once finished click the Update button.

Step3.

Once you have finished entering all relevant information for the deal, click the Update button.

Notice an Off Invoice Discount deal type line has been created in the above table, after Update has been clicked.

Step4.

To save your deal in the system, click Save on the bottom of the screen.

Note: If you do not click on Save after creating a Deal Type, it will NOT be saved in the system.