I’m sure this is a basic question, but what is the easiest way to set up some of my customers to have an invoice discount for a limited time. Basically, we are giving customers a one-time use coupon good for 20% off during XX/XX/XX to YY/YY/YY. Is there a way to set that up easily or would it be better to just manually discount each invoice?
Discounts at the Invoice level are not time based, but on the line level you can enter a starting and ending date. This would involve setting up a line discount for each item discount group for the customer. You could also setup (using the sales price worksheet) a discounted price book which again can be time limited. You could set them up with an Invoice discount and then remove when the period is expired.