Discounts outside the official tariff require approval from a user with the "Approve discounts" permission (for example a manager).
Steps
- On the invoice, select a line or the total, then enter the discount (percentage or amount) and the reason.
- If you do not have the approval permission, the discount waits for your supervisor's approval. The supervisor approves from their own device; the cashier continues once it is approved.
- The discount is recorded in the audit log (who gave it, who approved it, and why).
Discounts are posted to the Sales discounts account (contra-revenue), so they appear separately in reports. Membership vouchers from CRM apply according to the voucher rules and do not need additional approval.