We all sometimes allocate a discount with regard to an offer or invoice. It might be an early booking discount for quick deciders. Or a reluctant customer who needs a little push to get him to cross the line.
This is why different discounts can be allocated without too much difficulty in Teamleader. Better yet, it can be done in two ways: a general discount or a discount per line.
1. General discounts
General discounts are percentage calculations of the total amount excluding VAT. So first you enter all your items and afterwards you deduct the discount. Therefore, the final total amount is the total amount minus the discount plus the VAT.
You can add several of this type of discounts in Teamleader. To do so, go to the settings screen and open the “Deals" tab. There you will see the “Commercial discounts" box. Here you can create one or more discounts. All you have to do is give the discount a name and select the correct department. That’s it!
As soon as you have done this, you will see that a field is added with the name of your discount when creating a new invoice or offer. Note: the value will be displayed as a percentage! You no longer need to define with a % symbol, a figure is sufficient. Teamleader will, next, automatically calculate the discount of the total amount and will add it to the offer or invoice. It couldn't be easier, right?
The final result looks something like this:
Note: you can create two different discounts per department. These will be sorted alphabetically. So beware, when creating a new contact or company, that you select the right type of discount!
2. Discount per line
In addition to the general discount, you may also need to add a further discount for just one item. If this rarely happens, you can do this by adding a negative line to the invoice and specifying the discount in the description.
If this occurs more often, Teamleader has an option to specify a discount for an offer or invoice for each item line. This allows you to see a calculator under the item line that you are editing that allows you to allocate a discount to that item specifically.
If you click the calculator, a new window will open in which you can define the discount, as can be seen below. When you are done, click “Save" and you will see that your discount has been added under the item line. This discount is added as an extra line under the relevant item on the final invoice.
Note! This is not a Teamleader standard option. If you want to use this, send a short email to firstname.lastname@example.org and we will ensure that this free option is activated for your account!
Customer support service by UserEcho