How do I apply a discount to a bill?

How to provide a refund\credit to a client in Billing

Amicus Billing does not have a refund cheque option. Follow the steps below ro provide a credit\discount.

1

Access the file in question

2

Go to Billing side of the file

3

Select Admin -> Billing Options

4

Select Use Quotes and Discounts

5

Add in the discount amount

6

Enter in the discount amount is % or $ amount.

7

Bill the file

8

Say yes to post the unposted time (if any)

9

Say yes to the discount option below:

10

You can type in a memo of your own or leave as is.

11

Send the bill to Draft, then Final and then Print and Post

If using a Discount to Fees, enter the Discount percentage or flat amount to be applied in the Bill. If Mass Billing, the Discount calculation is applied automatically. If Single File Billing, the user is given the choice of applying the Discount or not.

For Task-Based Billing Files—The Fees are billed. Quotes and discounts are not applicable.