How to: Set Up Off-Invoice Allowances

You can set up a code for each off-invoice allowance you want to apply to sales transactions. You can then assign customers to each allowance, along with the allowance conditions for each customer.

To set up an off-invoice allowance

1. In the Search box, enter Off-Invoice Allowances, and then choose the related link.
2. On the Home tab, in the New group, choose New. The Off-Invoice Allowance Card window appears.
3. On the General FastTab, enter a code and description, as well as the general ledger account to which allowance amounts will post.
4. On the Lines FastTab, assign the customers and pricing conditions.