Accounting - Designated Discounts
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This article provides an overview of how to set Designated Discounts up on Vonigo and information and details regarding Designated Discounts.
Designated Discounts
Any service item can be used for a discount, but if the service is marked as a Designated Discount for Accounting System, it will be used for mapping Vonigo transaction-level discounts to a line item in the accounting system (QuickBooks Online or Xero).
Add New Service
To add New Service for Designated Discounts
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Navigate to Setup
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Select My Company
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Under the Service Types, Click the Service Type
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Click the Add New Service under the ACTIONS menu on the top-right corner
Add Price List
To add Price List:
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Navigate to Setup
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Select the Prices & Finance
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Under the Pricing Structure, Click on the Price Lists
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Select Add New Price List, under the ACTIONS menu
Multiple Service Type
| Only One Service Type | Multiple Service Types | |
|
No Designated Discount for any service type |
Discount is sent as a transaction level discount |
Discount is sent as a transaction level discount |
|---|---|---|
|
Only one Designated Discount for service type associated with a work order or quote |
Discount is translated to a line-item discount for the service item marked as a Designated Discount for that service type. |
Discount is translated to a line-item discount for the service item marked as a Designated Discount for that service type. |
|
One or more Designated Discount for a service type different from the one associated with a work order or quote |
Not applicable |
Discount is translated to a line-item discount for a random service item marked as a Designated Discount for a random service type. |
Feature: To handle invoices with both line-item discounts and work-order-level discounts, we use a Designated Discount service item to transfer the work order level discount.
Precondition:
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QuickBooks Online or Xero is enabled in Behavioral Flag, to enable Behavioral Flag please contact the Vonigo Customer Success Team
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QuickBooks Online or Xero is enabled for a franchise/business unit
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QBO or Xerocompany is connected
Scenario 1: Vonigo correctly syncs an invoice with a line-item discount and a work-order-level amount discount in a single work order. The Line-Item taxation is disabled. An invoice with one work order, that has an amount discount with one of the charges is a discount. In this situation, when the sync occurs, the synched invoice in QBO or Xero has the work-order-level discount turned into a line discount.
Scenario 2: Vonigo correctly syncs an invoice with a line-item discount and a work-order-level percent discount in a single work order. An invoice with one work order, that has a percent discount with one of the charges is a discount. In this situation, when the sync occurs the synched invoice in QBO or Xero has the work-order-level discount turned into a Line-Item discount.
Scenario 3: Vonigo correctly syncs an invoice with different percent discounts on different work orders. An invoice with two work orders. One of the work orders has a work-order-level percent discount, and another one has a work-order-level percent discount with a different rate. In this situation, when the sync occurs the synced invoice in QBO or Xero has each of the work-order-level discounts turned into a Line-Item discount.