Last updated: 24.08.2023
Applies from: 2023.04.00 and later
Introduction to commission discount invoices
Commission discounts work just like a normal discount, but the amount is on a separate invoice. The resource value takes into account the commission discount (just as it takes into account other discounts). There is no commission discount on manual prices (just as there are no discounts on manual prices).
Commission discounts can be a fixed amount or a percentage of the price.
Commission discount invoices are created automatically when the normal invoices are created. For instructions on how to create invoices, see Invoicing.
If a commission discount invoice is deleted, it can only be recreated by deleting the corresponding normal invoice and re-invoicing the customer.
Commission discount invoices always go to the same payer as the normal invoice and make reference to the normal invoice in the same way that a correction invoice makes reference to a normal invoice.
Commission discount invoices usually have their own number series.
Step 1: Create and set up a number series for commission discount invoices
If an invoice number series does not already exist for commission discount invoices, follow the instructions in Default settings for invoices.
Step 2: Configure the design of commission discount invoices
Set the report (template) to be used for commission discount invoices. It is also possible to choose whether to print freight bills together with commission discount invoices, and how attachments should be treated when commission discount invoices are printed. Follow the instructions in Default settings for invoices.
Step 3: Create a commission discount
Follow the instructions in Creating a discount. Under Price adjustments enter the following:
Name: for example “Commission discount 10%”.
Price type: Choose whether the commission discount should apply per order or for a specific extra, expense or price item.
Enter the size of the commission discount (without any minus sign) in the Commission discount field. Use the option (radio) buttons to choose whether the commission discount should be a certain percentage of the price or a fixed amount.
- Under Conditions enter the conditions, if any, that apply to the commission discount. If you specify several conditions for a discount, all the conditions must be met for the customer to receive the discount.
Do the following at Specific conditions.
For example, if the order price type was selected, make further selections in the Price collection drop-down list.
For example, if the price item price type was selected, select the price item for which the discount will apply from the Price item drop-down list.
Click on
to save all changes.
Step 4: Check the Commission discount settings (optional)
We recommend doing the following before starting to use commission discounts and commission discount invoices:
Create a test order to check that the commission discount settings work as intended.
The size of the commission discount can be seen in order reception, in the Price box on the Customer tab in the Commission discount column.
Check that the commission discount invoices turned out as you intended.
Commission discount invoices are created automatically when normal invoices are created. For instructions on how to create normal invoices, see Invoicing.