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Discounts Report

The Discounts Report presents any Discounts applied to Invoiced items using the Discount option at the time of invoicing the item.

What can you use this Report for?

Generate this report to identify recurrences, track the popularity of promotions and to review staff actions.

Filters and Options

Filters Description
Date Discount processed within the timeframe.
Locations Invoice Location
Providers Provider attributed to the item that has been discounted.

What is displayed in the report?

  • The Summary table displays the total amount discounted for each category of items.
  • Each discount processed is displayed in a separate row with the Total amount at the bottom of the details table.
Column Description
Date Date the discount was applied which is the date the item was added.
Client Name of the Client the Discount was applied to.
Location Invoice Location
Invoice Invoice number the Discount was applied to.
Invoice Date Date of the Invoice the Discount was processed for (regardless of the item date).
Provider Provider attributed to the Item that has been discounted.
Added By Staff member who applied the Discount.
Item Discount used the discounted item.
Amount Amount deducted from the Item Total following the Discount.

Tips and Tricks

Discounts can only be added when adding an item to an invoice so if an adjustment is made at a later stage, it will be displayed in the Adjustments Report.


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