Ideas to Impact Conference: May 28-31, 2019

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On the Billing tab, you can select and apply discounts to a customer's record or remove discounts that are no longer valid from a record.

 To select a customer's discounts
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. Select the customer's record and click Edit.
  4. On the Billing tab, under Customer Discounts, click Select.
  5. Use the arrows to select the customer's discounts. The Available Discounts list displays available discounts for the customer, and the Selected Discounts displays the discounts you are adding to the customer's record.
  6. When you have finished adding the customer's discounts, click OK to return to the customer's record.
 To remove a customer's discounts
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers and click Go .
  3. Select the customer's record and click Edit.
  4. On the Billing tab, under Customer Discounts, select the discount you want to remove and click Remove.
  5. Click Yes to confirm the discount's removal.