Add a single header-level promotional discount
Learn how to add a single header-level discount to a sales order or invoice.
- In the sales order or invoice, go to the Items tab.
- Select a discount from the Transaction Discount dropdown.
- In the Rate field, enter the discount rate as a negative value.
- Click Save.
Note:
The tax rate is automatically updated on all lines to reflect the tax rate of the promotional item: Amount - promotional discount amount / Qty. The actual tax rate that will be applied to the line amount is shown in the Sovos Notional Tax Rate field.