Applying Discounts to Billing Contracts Using Sales Orders in Work 365

Applies to: Work 365
Audience: Billing Teams, Administrators

Overview

In Work 365, applying discounts to billing contracts can be efficiently managed through the creation of sales orders with negative amounts. This approach allows for both one-time and recurring discounts, providing flexibility in billing operations.

Steps to Apply Discounts

1. Create a Sales Order

✅ Navigate to the Sales Orders section in Work 365.
✅ Click on New to initiate a new sales order.

2. Enter Sales Order Details

✅ Customer: Select the customer associated with the billing contract.
✅ Billing Contract: Choose the billing contract to which the discount will be applied.
✅ Order Date: Set the date for the sales order.
✅ Description (Optional): Add a reference description for tracking purposes.

3. Add a Sales Order Line Item

✅ In the Sales Order Lines section, add a new line item.
✅ Product: Select a product or service that represents the discount.
✅ Quantity: Enter 1.
✅ Unit Price: Enter the discount amount as a negative value (e.g., - $100.00).
✅ Total Amount: Ensure the total reflects the negative discount amount.

4. Set the Billing Frequency

✅ One-Time Discount: Set the Billing Frequency to One-Time.
✅ Recurring Discount: Set the Billing Frequency to match the billing cycle of the contract (e.g., Monthly, Quarterly).

5. Save and Activate the Sales Order

✅ Click Save to store the sales order.
✅ Click Activate to make the sales order effective.

Important Considerations

? Impact on Invoicing: The negative sales order line will be included in the next invoice generation process, effectively applying the discount.
? Multiple Discounts: If applying multiple discounts over different periods, create separate sales orders with the appropriate dates and billing frequencies.
? Tracking Discounts: Use the Description field to document details about the discount for future reference.

Conclusion

By following these steps, you can effectively apply discounts to billing contracts in Work 365 using sales orders with negative amounts. This method ensures accurate invoicing and provides flexibility for both one-time and recurring discounts.