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  1. FAQ - Accounting & Finance Teams
  • December 22, 2022 21:32
  • Updated

How to add discounts & credits in Procurify

Goal:

  • Adding a discount to a purchase order
  • Adding a credit memo or refund to a bill
  • How to add a discount 

Steps:

There are two possible options to add a credit/discount to an item within Procurify. You can add a Discount to a Purchase order, and you can add a Credit to a Bill.

 First Option:  Adding a discount within a Purchase Order

  1. Head into the Procurement tab & select Purchase Orders
  2. Select the Purchase Order you would like to add a discount to
  3. Scroll down till you see mceclip0.png & select this option
  4. Once in the Purchase Order Revision mode look for the Discount field as shown belowmceclip1.png
  5. Enter the discount by either % or by dollar value (click the drop-down to the right)
  6. Save your changes

 

Second Option: Adding a credit within a Bill 

  1. Head into the Accounts Payable tab & select Bills
  2. Create New Bill ( If you have created a bill for the item already, you can "Fix" the bill to revise it & skip to step 4. This can only be done if the bill is still Pending approval & not final approved)
  3. Add the intended item to the Bill
  4. Once the item has been added, select the mceclip2.png option again
  5. Select the mceclip3.png option 
  6. Fill in the details regarding the credit/discount 
  7. In the Unit Cost field enter the credit amount with the minus sign in front of the value
    mceclip6.png
  8. Click the mceclip4.png to add it to your unbilled items

      You should now see the discount reflected in the Total Cost

Tips!

  • If the Purchase Order is Closed, it must be Re-opened in order to Revise & add a discount.
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