How to Add a Payment against a Customer Account with a Discount

If you need to apply a discount when recording a payment against an invoice, you can do so from the Customer Account Payment screen in Turbo. Follow the steps below to ensure the discount is correctly applied.

Steps to Apply a Discount During Payment

1. Navigate to the Payment Screen
   Go to Customers > Receive Payment.

2. Select the Customer
   Choose the Customer Account related to the invoice.
   Turbo will automatically display a list of the customer's outstanding invoices.

3. Enter Payment Details

   • In the Reference field, enter your payment reference.

   • You can also add an additional lodgement slip number if necessary.

   • Choose the Payment Type and Date.

   • Select the Till that the payment was taken at and Bank Account the payment will be lodged to if applicable.

4. Review Outstanding Invoices
   At the bottom of the screen, you'll see a list of outstanding invoices for the account, including:

   • Invoice Number (click to number to open and review the invoice)

   • Invoice Date

   • Number of Days Outstanding

   • Total Amount

   • Outstanding Balance

5. Apply Discounts and Payment Amounts
   For each invoice:

   • Enter the Discount Amount in the first column.

   • Enter the Payment Amount in the second column.
     Note: The total of the discount and payment amounts must not exceed the outstanding balance of the invoice.

6. Record the Payment
   Once all amounts are entered, click Record in the bottom right corner to save the payment.