Sales Discount Options for Accounts Receivable

Knowledge Base · Accounts Receivable

Applies to: All Supported Versions  |  Platform: [macOS, Windows, Connected on Demand]  |  Prepared: August 2026

ARTICLE CONTENTS

1. Overview
2. How to Activate Sales Discounts in Accounts Receivable
3. How to Set User Privileges for Sales Discounts
4. How to Use Accounts Receivable Discounts
   • 4.1  % Line Discount
   • 4.2  $ Line Discount
   • 4.3  % Customer Discount
5. Related Articles

1. Overview

There are three types of sales discounts. Sales discounts can be applied to sales quotes, sales orders, account invoices, credit memos, and Quick Invoices (customer Quick Invoices). Sales discounts are separate from custom pricing — covered in other articles in this topic — but can be used together with custom pricing methods.

Examples of how these discount types could be used include:

• 10% off all sales for a month for a selected customer or customers
• A $ per unit (case) discount
• A new-customer discount

The available options are:

1. % Line Discount — applies a % discount entered on a per-line basis (default)
2. $ Line Discount — applies a dollar-amount discount entered on a per-line basis
3. % Customer Discount — applies a % discount to all orders for a specific customer

2. How to Activate Sales Discounts in Accounts Receivable

1. Go to File → Company Setup → A/R Defaults.
2. Select the Invoicestab, then select the discount option you wish to use.

   NOTE Only one discount option can be selected.

   

3. How to Set User Privileges for Sales Discounts

The ability to apply these discounts can be assigned to specific users through User Privileges.

By checking the Modify Discount box, a user is able to enter a value in the discount field on a line item while an order or invoice is being entered or modified.

If the Modify Discount user privilege is checked:

If the Modify Discount user privilege is not checked, this field is greyed out and cannot be edited:

4. How to Use Accounts Receivable Discounts

4.1  % Line Discount

Enter a % discount amount directly onto an individual line item. In this example, a 5.0% discount is being applied to a single line item. With this method, discounts always default to zero and can be edited on a line-by-line basis.

4.2  $ Line Discount

Enter a $ discount amount directly onto an individual line item. In this example, a $20 discount is being applied to one line, while a $10 discount is being applied to another.

4.3  % Customer Discount

When selected, a field becomes available in the Customers window that allows a % to be entered. This discount is then applied as a flat discount to all orders placed for that customer during order entry. Each time a line is added during sales entry, the discount % defaults to the value specified in the Customers window. The discount can still be edited, with the appropriate user privilege, on a line-by-line basis.

5. Related Articles

• Intro to Custom Inventory Pricing and Discounts
• Pricing and Discount User Privileges
• Custom Price Table