How to add discounts & credits in Procurify

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  & select this option
4. Once in the Purchase Order Revision mode look for the Discount field as shown below
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  option again
5. Select the  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
   
8. Click the  to add it to your unbilled items

      You should now see the discount reflected in the Total Cost