Business owners stop incorrect invoices with discount rules
Business owners stop incorrect invoices with discount rules
Business owners reviewing job records miss applicable discounts, causing incorrect invoices and billing disputes. Rules apply customer and job discounts, ensuring accurate invoices before billing.
Overview
Incorrect discounts lead to billing disputes and audit risk. This workflow enforces clear precedence between customer and job-category discounts so finance issues accurate invoices before billing. You'll eliminate manual rate lookups and create a clear audit trail for every invoice.
Notable Features
- Apply discounts from customer records
- Determine job category discounts
- Prevent incorrect invoices before billing