Hi There,
In our business, a large portion of our revenue comes from incentive programs such as utility rebates. So every item on a customer invoice will have our price, but it would also be nice to show the 'discount' the customer is receiving from these incentive programs, with net amount owed by the customer at the very end of the row. Is this a good use case for the discount functionality in Zoho Books?
If yes, I would like to understand how discounts impact reporting in Zoho Books. As a construction company, we do project level accounting. Every project has two sources of revenue: the customer and one or more incentive programs. If we use the discount feature on customer invoices, how will that impact our reporting? Can we customize reports to either include or exclude the 'discount' on invoices?
And finally, I dont see 'discount' as a filter criteria in Zoho Books reporting - am I missing something? We are going to want to be able to total up the discounts across invoices for a given project or a given customer, and I dont see how to do that.