How to make a discount on OOTI?

To make a discount on OOTI, you have two solutions.

🔓 Required permissions

Team : View Invoices and Manage Invoices

Project : View Fees, Manage Fees, View Invoices and Manage Invoices

Reading time 1 min
Setup length 1 min
Steps 2

 

Summary

I/ Method 1: with the Discount module in the Fees tab

II/ Method 2: with the creation of a negative annexe in the Fees tab

 

I/ Method 1: with the Discount module in the Fees tab

 

Go to your Project > Fees tab > enter the desired Discount percentage or amount by clicking on the underlined numbers. The fees will be updated as a deduction from the discount entered.

fees

On your invoice you will find your phases deducted from the discount entered in the Fees tab.

invoice

 

II/ Method 2: with the creation of a negative appendix in the Fees tab

 

An annexe with a negative amount must be created in the fee project. You will be able to invoice it by adding this annexe with the phases.
Go to the Project > Fees tab > Annexes tab > then click on the + Annex.

fees

Name your annexe and put the amount excluding VAT in negative because it is a discount and uncheck the items below. Click Save.

annexe

In the Progress tab, set the progress of the discount to 100% in order to be able to invoice it.

Capture d’écran 2023-06-13 à 12.12.11

On your invoice you will find your phases and your discount of a negative amount.

Capture d’écran 2023-06-13 à 12.16.54