Hi Aspire Community!
We are working on our annual maintenance renewals and trying to make the process more efficient by using bulk renewals, batch invoicing, and attaching proposals to invoices.
Here is our challenge: We offer a 10% discount to clients who prepay in full, and we would like that discount to show as a separate line item on both the proposal and invoice.
Last year, we used credit memos, but that seems to prevent us from taking full advantage of the bulk invoicing process.
From what we understand, negative amounts are possible on work orders but not on contracts.
Has anyone found a workaround for this? How are you handling prepayment discounts while keeping your contract renewals and invoicing as automated as possible?
Would love to hear how others are managing this!
Thank you!
Caren Bueno
