[JB] Adding a discount to a Job Billing T&M Template

Created by Crystal Ann Harvey, Modified on Tue, 22 Jul at 9:19 AM by Crystal Ann Harvey

On your T&M Template, create a Total or Detail Addon Sequence with a Markup Option of Discount

Steps

T&M bills need to have a template sequence set up in the template for discounts.
Select the T&M Template that you wish to add a discount to in JB T&M Template Setup and add a new sequence.
Type = T-Total Addon or D-Detail Addon
Markup Opt = D-Discount
Markup Rate = Rate of the discount you are offering
Next, click on the Basis using this Addon Tab and select the other sequences the discount applies to.

Note: The Bill Lines in JB T&M Bill Edit will show the Discount calculated in the header against the sequences that it applies to, e.g. Labor $7000 and Equipment of $2400 = $9400 * .02 (Discount) will display the DISCOUNT sequence for $188.00, but it does not display in the Total column or the Header or break out the discount in the line area. The amount of the Discount will show on the standard T&M Invoices if the customer pays on or before the due date, but it does not deduct this amount (e.g. 188.00) from the invoice due amount. Discounts are taken at the time of Payment as defined under the AR Customer Pay Terms and/or the JC Contract.