This article outlines how to set up billing discounts that will automatically be applied to a client's charges when generating invoices in Equinox.
Billing discounts are configured within the Address Book and are set up as percentage discounts that can be applied to Professional fees (Time charges) and Standard fees (Fixed charges).
- Go to the Address Book tab
- Find the Organisation
- Click on the ‘Finance Settings’ tab
- Click the ‘+More’ option next to the Location name on the far right
- Enter the percentage discounts to apply to Professional Fees (Time charges) and Standard Fees (Fixed Charges)
- Click ‘Update’ to save
When you generate an invoice these percentage discounts will automatically be applied to any Time or Fixed charges.
You can edit or remove the billing discounts at Step 1 of the billing wizard – please see the section on ‘Add/Edit A Discount when Billing Charges’.