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Form Builder - Discount Table

Purpose Statement

The Discount Table component allows departments to display discount information directly on invoice documents using the Invoicing Form Builder. This feature provides a clear and organized way to review discounts applied to an invoice, including the date, approving user, discount amount, and reason for the discount.

Background Information

The Discount Table is a component within the Invoicing Form Builder that displays information about discounts associated with an invoice.

Departments can add the Discount Table to new or existing invoice forms and position it where the information should appear on the completed document.

The Discount Table is included at the bottom of the default invoice form layout but can be repositioned or added again if it has been removed.

The Discount Table displays the following information:

  • Date: Displays the date associated with the discount.
  • Approved By: Displays the user who approved the discount.
  • Discount: Displays the discount amount applied to the invoice.
  • Reason: Displays the reason provided for applying the discount.

This component helps departments maintain transparency and provide a clear record of discounts applied to invoices, including the approval information and reason for each discount.

Required Permissions

Users must have the appropriate permissions to access and manage forms within the Invoicing module.

  • Access to the Invoicing Module.
  • Permission to access the Invoicing Form Builder.
  • Permission to create or edit forms within the Form Builder.

Video

Step-by-Step Guide


Step 1: Access the Invoicing Form Builder

  1. Navigate to Invoicing > Form Builder.

  2. Select Create Form to create a new form, or select an existing form to edit.

Note: The Discount Table is included at the bottom of the default invoice form layout. Users can reposition the existing component or add it again if it has been removed.


Step 2: Add the Discount Table

  1. Within the Form Builder, locate where the Discount Table should appear on the invoice document.
  2. Click the + icon on the left side of the Form Builder to add a component.
  3. Scroll through the available components and select Discount Table.

  4. The Discount Table will be added to the selected location on the form.

The component includes the following columns:

  • Date
  • Approved By
  • Discount

  • Reason


Step 3: Adjust the Discount Table

Once the Discount Table has been added, several options are available for managing the component.

  1. Tune: Select Tune to access the available component configuration options.
  2. Convert: Use the available conversion options to change the component type, if needed.
  3. Font Family: Select the font option to change the font used for the table.
  4. Move: Use the movement controls to reposition the Discount Table up or down within the form.
  5. Delete: Double-click the delete option to remove the Discount Table from the form.

Note: The movement controls allow users to reposition the Discount Table without deleting and recreating the component.

Step 4: Save the Form

  1. Review the placement and configuration of the Discount Table.

  2. Click Save to retain the changes.

Step 5: View the Discount Table on an Invoice

  1. Navigate to Invoicing and open an existing invoice containing a discount.
  2. Verify that the appropriate invoice form containing the Discount Table has been selected.
  3. Select Print and Send to generate and review the invoice document.
  4. Locate the Discount Table on the completed invoice.
  5. Review the displayed discount information, including:
    • Date
    • Approved By
    • Discount
    • Reason

The Discount Table displays the discount information associated with the invoice, providing a record of the discount amount, approval, and reason.

Best Practices

  • Position the Table Appropriately: Place the Discount Table where invoice recipients can easily locate and review discount information.
  • Maintain Consistent Form Layouts: Use consistent placement and formatting of the Discount Table across invoice forms.
  • Verify Discount Information: Confirm that the correct discount amount has been applied to the invoice.
  • Review Approval Information: Verify that the appropriate approving user is associated with the discount.
  • Include Clear Reasons: Provide descriptive reasons for discounts to help explain why the adjustment was made.
  • Review the Completed Invoice: Generate a sample invoice to verify that the discount information displays correctly.
  • Save Changes: Always save the form after adding, moving, or modifying the Discount Table.

Troubleshooting & FAQs

Q: Why is the Discount Table not appearing on my invoice document?

A: Verify that the Discount Table has been added to the correct form within the Invoicing Form Builder. Confirm that the form was saved and that the appropriate form was selected when generating the invoice.

Q: Why is no discount information displaying in the Discount Table?

A: Confirm that a discount has been applied to the invoice. The Discount Table displays information from discounts associated with the invoice.

Q: Is the Discount Table included in the default invoice form?

A: Yes. The Discount Table is included at the bottom of the default invoice form layout. It can be repositioned or added again if it has been removed.

Q: Can I add the Discount Table to an existing invoice form?

A: Yes. Open the existing form within the Invoicing Form Builder, add the Discount Table in the desired location, and save the changes.

Q: Can I change the location of the Discount Table after adding it?

A: Yes. Use the movement controls within the Form Builder to move the component up or down without deleting and recreating it.

Q: Can I change the font used in the Discount Table?

A: Yes. Select the Font Family option associated with the component and choose the desired font.

Q: What information is displayed in the Discount Table?

A: The Discount Table displays Date, Approved By, Discount, and Reason information associated with discounts applied to the invoice.

Q: Will the reason for a discount appear on the invoice document?

A: Yes. When a reason has been recorded for the discount, it will appear in the Reason column of the Discount Table.

Q: What is the difference between the Discount Table and Total Table "Invoice Value"?

A: The Discount Table provides detailed information about discounts, including approval and reason. The Total Table "Invoice Value" provides a financial summary of the invoice, including invoice total, discounts, payments applied, refunds, and remaining balance.

Q: Can I remove the Discount Table from a form?

A: Yes. Select the component and double-click the delete option to remove it. Save the form to retain the changes.