Settlement Discount Display on Invoice

For ideas, tips and tricks and comments on using or creating MoneyWorks Forms (invoices, statements, labels etc.),
Forum rules
This forum is not the official Cognito Software support channel for MoneyWorks. If you need help from Cognito, then please contact us (or your local regional support representative) directly using the contact information on the Support page of the web site.

Please try the search facility before posting a new topic to see if your topic has already been covered.

If you do post a new topic, it's a good idea to choose a Topic Subject that it a bit more informative than "Help!" or "A problem". If your topic is actually recognisable by people scanning the forum, you'll have a much better chance of getting a response. Thanks and have fun.
Post Reply
furnessbrick
Posts: 1
Joined: 05 Apr 2018 19:44
Product: Datacentre
Region: UK

Settlement Discount Display on Invoice

Post by furnessbrick » 05 Apr 2018 19:54

I hope I am posting in the correct forum here. I have a problem with my invoice template since upgrading to data centre.

If the settlement discount is pre-loaded into the customer details the settlement displays fine on the invoice - for eg:

'Less 2.5% if paid by 28 May 2018'

However is the settlement discount is not pre-loaded into the customer details and is entered directly into the invoice form when invoicing it displays like this on the invoice:

'Less 0.00% if paid by 28 May 2018'

The code to calculate this field is:

"Less " + Name.CustPromptPaymentDiscount + "% if paid by " + datetotext(Transaction.PromptPaymentDate, 2)

Can someone advise how I can rectify this. Sometimes customers get prompt payment discount but not always, so I would rather have the flexibility of entering the % settlement discount directly into the invoice.

Thanks In advance

Jonathan

Post Reply