I have added a customer discount to one of my customers. However, I would like for the discount to calculate and reduce the invoice total.Is this possible out of the box?Right now, I just get a note at the bottom notifying my customer of a date and cash discount if paid by said date. I noticed that the date does not seem to be calculating correctly. The customer has Net 30 terms, the cash discount is 2% Net 30. The cash discount date calculated as 1/16/19 on an invoice dated 10/9/18. Why would it throw it out so far in to the future?
A couple of quick thoughts. By reducing the amount of the invoiced material or service by the cash discount and displaying it a as a net amount due, it sounds like you are willing to accept the net amount paid regardless of whether the customer actually meets the cash discount due date or not. If so, the previous response is probably something you could employ. You could also look into displaying it as a Misc reduction prior to the total by configuring Auto charge groups>Auto charges or on a much more manual approach by utilizing the Charges function when entering an SO.
Regarding the cash discount terms not calculating (displaying) correctly on the invoices, first check your Collections>Customer transaction screen and/or a Payment journal and verify that the cash discount and net due dates are correctly calculating there. If they are, then you have a forms (report) issue. If they are not, then you most likely have a Terms code set up issue.
Just some food for thought. Best of luck on finding the proper solution.