Reports & statements

Discount Report: review invoice discounts

Find amount and percentage discounts and trace them to their invoices.

2 min read · 5 steps

Where to go

Reports → Discount Report

Step by step

1
Set the date filters and choose Type or Customer when you want to narrow the report.
2
Run the report and review discount counts, total discount, and the amount-versus-percentage breakdown.
3
Check Discounts by currency before combining or comparing amounts.
4
Review each record’s discount date, invoice, order, customer, type, percentage, amount, reason, and creator.
5
Use the Open action to inspect the source document when a discount needs investigation.

Actual portal screens. Private values are hidden where needed. Open an image to see it at full size.

Good to know

The report reviews recorded discounts. Apply an authorized discount from the invoice workflow, then rerun the report.

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