This procedure shows you how to apply an overall percentage discount to a customer’s account balance. If you prefer a more flexible approach, you can set up trade discounts that can be limited to specific departments or classes and that are also applied to individual customers. To learn more, see How to set up and apply trade discounts.
Tip To encourage your customers to pay on time, you can specify an expiration date for the discount by using the prompt payment feature. To learn more, see How to set up a prompt payment discount.
- In the Customers module, open the customer account.
- Click the Credit tab.
- In the Credit pane, select Percentage and enter a percentage (without the % sign) in the box.
- Optional, but recommended: Select Respect Min Margin to ensure that all item discounts respect the minimum margin for that item.
- Click Save or press F12 to save the customer account changes.
If you have questions or suggestions about this information, contact firstname.lastname@example.org.