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So we offer a discount for prepaying the entire contract at the start, and I’d love to be able to hard code that into opportunities so that customers aren’t having to do that math themselves, but can just see it easily displayed right there for them. I’ve tried a couple routes to get this done and just haven’t been able to get it to populate. Has anyone done anything similar? Really just need to be able to get a percentage of total price, but putting in simple numbers doesn’t work how I would expect it to. 

Open to any suggestions here.

Thanks!

Yes - it is possible.

I built this at my former company (back when it was desktop report designer) - it’s been a few years, and unfortunately I no longer have access to their Aspire company to give you the specifics.

Let me play around in Web Report Designer and I’ll report back - I do remember that the solution I built was for Fert App and Irrigation Maintenance prepayments, and to get the Prepay price correct after tax, I needed to write a formula that grabbed the individual service prices and apply the prepay discount to each, then grab the property’s tax jurisdiction and apply appropriate sales tax to each, then sum the total to get the math to work out correctly.

I do have a documented process that we used to process prepayments in Aspire (without having to remember to apply open credits when invoicing) - I can send that to you if interested.

Yes - it is possible.

I built this at my former company (back when it was desktop report designer) - it’s been a few years, and unfortunately I no longer have access to their Aspire company to give you the specifics.

Let me play around in Web Report Designer and I’ll report back - I do remember that the solution I built was for Fert App and Irrigation Maintenance prepayments, and to get the Prepay price correct after tax, I needed to write a formula that grabbed the individual service prices and apply the prepay discount to each, then grab the property’s tax jurisdiction and apply appropriate sales tax to each, then sum the total to get the math to work out correctly.

I do have a documented process that we used to process prepayments in Aspire (without having to remember to apply open credits when invoicing) - I can send that to you if interested.

Hey Brady,

I put in an AspireCare request, they got me squared away. I would be curious to see your approach to prepayments though, as that has been a bit of a pain point for sure. If you want to send that over my email is chays@greenview.com.

Thanks!

Sent - let me know if you have any questions!

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