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Community > Feature Requests >
Being able to add Bill line discount is a big must in our industry. Definitely have my vote for Line discount on Bills
232
Vote
Bills: Apply discounts on accounts payable invoices
Started by Eva Kaupp in Feature Requests | Idea
It would be good to be able to apply a discount on accounts payable invoices. For example, if ordering a large number of items, our supplier might give us a 10 per cent discount that I'd like to apply in a single line after the subtotal. That way I would still be able to see the regular cost of the item for future reference. Plus I'd be able to apply a different discount next time if necessary.
At the moment, I can only manually re-calculate the cost of each item which is a bit tedious. Does anyone have another work-around for this? I've tried to add a credit note towards an invoice to have the same effect, but that would then change the original invoice. Should this be happening?
At the moment, I can only manually re-calculate the cost of each item which is a bit tedious. Does anyone have another work-around for this? I've tried to add a credit note towards an invoice to have the same effect, but that would then change the original invoice. Should this be happening?
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Official Xero Reply
We've got some fresh eyes assessing all of the Purchases space atm. Being honest that discounts isn't the immediate focus for the team at this point with their attention around machine learning and automating to keep your business beautiful.
We encourage you all to keep helping each other find those interim solutions. If you haven't already voted and you'd like to see this rolled out, pop your vote on to show an indication of interest. We'll feed this back to our product teams for their review!
We encourage you all to keep helping each other find those interim solutions. If you haven't already voted and you'd like to see this rolled out, pop your vote on to show an indication of interest. We'll feed this back to our product teams for their review!
Best Reply as chosen by Brittany H (Community Manager)
Hi there. Thanks for the post.
We’ve also seen this request, where early payment discounts are offered on invoices.
This is something we may look at in the future but at the moment, we sometimes recommend entering an additional invoice line using a negative Unit Price.
This solution might work for the situation you’re describing here? Thanks.
We’ve also seen this request, where early payment discounts are offered on invoices.
This is something we may look at in the future but at the moment, we sometimes recommend entering an additional invoice line using a negative Unit Price.
This solution might work for the situation you’re describing here? Thanks.
Merged: Adding discount Percentage (e.g. 20%) to individual items in payable invoices?
Hi,
How do I add discounts to payable invoices. Since Xero does not allow more than 2 decimal places for unit prices, I can't find a way of entering payable invoices so that the totals are calculated correctly. I can use 'rounding' but then either the VAT doesn't match or the totals don't match.
Any solutions for this would be welcome.
Kind regards,
Hi,
How do I add discounts to payable invoices. Since Xero does not allow more than 2 decimal places for unit prices, I can't find a way of entering payable invoices so that the totals are calculated correctly. I can use 'rounding' but then either the VAT doesn't match or the totals don't match.
Any solutions for this would be welcome.
Kind regards,
Best Reply as chosen by Brittany H (Community Manager)
Hi there. Thanks for the post.
We’ve also seen this request, where early payment discounts are offered on invoices.
This is something we may look at in the future but at the moment, we sometimes recommend entering an additional invoice line using a negative Unit Price.
This solution might work for the situation you’re describing here? Thanks.
We’ve also seen this request, where early payment discounts are offered on invoices.
This is something we may look at in the future but at the moment, we sometimes recommend entering an additional invoice line using a negative Unit Price.
This solution might work for the situation you’re describing here? Thanks.
Hi Just started on Xero and loving it so far. This problem that Eva has described has come up for us instantly and I would love to see a better/easier solution. A lot of our suppliers will only issue a credit once a payment is received within a certain time period. In MYOB you could set a discount to a suppliers invoice automatically if it was paid within a certain time frame ie 30 days. I would love to see a similar feature added to Xero,
This is a big issue here as well. At the moment we pay our suppliers within 7 days to claim "early settlement discount" and I have to manually calculate the discount - every supplier offers a different percentage and I have to add a line to the invoice and then when it is paid the suppliers are complaining that the remittance advices are not showing the total amount of the original invoice.
Some of our suppliers offer us discounts, but if we purchase more than 1 we have to do offline calculations to work out the individual item price. PITA. You have the discounts in the sales, why not in purchases. I would think the "code" would be very similar and easy to implement. It's a common complaint, Please fix it to make your clients happy :-)
Very critical feature for us as well. We have several suppliers that offer early pay discounts, so it is a bit of a hassle to enter the new line with a negative amount, when there could be the same discount column as there is for sales invoices.
Critical to some of my clients too..way too much maintenance and having to remember adding a line or removing a line, remembering dates(terms) etc..and just paying the correct amount! Creates a lot of confusion and very time consuming. has this feature been implemented yet since 2012? Or is still in the future? if so, when can it be expected?
Thanks
Thanks
This is a needed feature for us as well. Makes no sense to me why proper terms with discounts can not be set up for each supplier. This is basic functionality for most accounting platforms. Is there an eta to when this should be implemented?
I agree! Now that I've looked into the only available ways of entering a discount, it's very cumbersome.
Should be an automatic discount column. Come on Xero! Chop chop!
Should be an automatic discount column. Come on Xero! Chop chop!
Remember to Vote on this if this a critical feature for you. Would agree that the proposed workaround is very cumbersome.
These votes should be added to the Prompt Payment / Settlements Discount thread https://community.xero.com/business/discussion/764273/.
Hi Lisa we’ll keep these separate for now, as this thread is asking for the ability to add a discount to a Bill in Xero, while the other is asking for the ability to add a Prompt Payment Discount to invoices they send to their customers. Thanks for your suggestion though - we can’t be everywhere on here so it’s great to have others on the lookout! :)
Our Suppliers give us a percentage discount on certain items, we'd also like to see this feature added to bills.
We too have clients requesting the same feature - Their main suppliers give them an automatic discount on all items they purchase so we would like to be able to indicate this in the contact just like we can for sales :) We hope this comes soon!!
Yes, I hope this is in the queue soon, it is keeping a few customers from switching to XERO. There is no addon that I have researched that has this feature also.
I was pleased when I saw the supplier field has a discount box but was disappointed when I realised it doesn't do anything! Anyway Xero can you let us know when this will be added as a function. I have added my vote above.
I've only been using Xero for a week, and this is already a major annoyance for me! The suggested ways of entering the discount require that I need to either edit the invoice to use a discount or remove it if I've missed the date, and there's no good way to track the actual due date vs. the discount date. This is a standard function in modern accounting software - I'm shocked that it's not included.
We need this feature as well please otherwise we'll have to go back to using that other product with the green logo :(
Given that this was first raised two years ago and it remains unfixed it would be good to have an update from Xero please on if and when this issue will be addressed. I can't imagine it can take long to program the feature as it's not rocket science.
Given that this was first raised two years ago and it remains unfixed it would be good to have an update from Xero please on if and when this issue will be addressed. I can't imagine it can take long to program the feature as it's not rocket science.
We don't have any plans right now to add in a specific discount for Bills. Certainly something to be looked into, but more likely as part of a bigger project with Bills. So we can get some indication of priority can you please make sure you add your vote here. Thanks.
Xero seems to be very slack at addressing issues with this product. Come on after 2 years nothing has happened. It just adds to our frustration, having to do additional work to do something that should be simple.
You have this calculation for sales, how hard can it be to use the same formula for purchases? Your work around also distorts our purchase quantities.
A commitment to dealing with the "little" issues that frustrate the hell out of us might just stop people changing to another system. I am sure it will only take one person a couple of days to save us all a lot more time and frustration.
You have a forum for people to let you know what is wrong with the product, then ignore what we say, then probably wonder why people don't bother telling you, or think everything must be ok, because they don't bother.
XERO get it together!
You have this calculation for sales, how hard can it be to use the same formula for purchases? Your work around also distorts our purchase quantities.
A commitment to dealing with the "little" issues that frustrate the hell out of us might just stop people changing to another system. I am sure it will only take one person a couple of days to save us all a lot more time and frustration.
You have a forum for people to let you know what is wrong with the product, then ignore what we say, then probably wonder why people don't bother telling you, or think everything must be ok, because they don't bother.
XERO get it together!
Hi Adam
Right now we have 1900 feature requests. Generally most are awesome ideas that we want to do, so we ask you all to vote on the ones you need. This helps us to decide which features/functionality to develop. While this request was raised over 2 years ago, it still only has 11 votes. To give you some context, none in the Top 40 have less than 100 votes.
Votes aren't the only thing we look at, but it's a big factor in prioritisation. We definitely appreciate all feedback, and I hope this answers any questions you may have.
Right now we have 1900 feature requests. Generally most are awesome ideas that we want to do, so we ask you all to vote on the ones you need. This helps us to decide which features/functionality to develop. While this request was raised over 2 years ago, it still only has 11 votes. To give you some context, none in the Top 40 have less than 100 votes.
Votes aren't the only thing we look at, but it's a big factor in prioritisation. We definitely appreciate all feedback, and I hope this answers any questions you may have.
I'm having a difficult time understanding why this isn't just a basic part of your program......why do I have to spend one of my limited "votes" to try and get you to change something that should just be a part of the program. Even eQuantum which is a horrible accounting program has this ability. I'm with Adam!!!!!
Hi why do the programmers always look from debtors side. They don't know the creditor's side enough. There is a discount option in sales invoice but nothing in bill settings. it is nonsense you get a general discount from a supplier. Why you don't think there might be different discount rates for different items. I started using this software because of my boss. They think this is a very comprehensive software. I can tell you I am not impressed. There are many things I can contribute to but not free...
Have voted, but I don't want the discount shown on the invoice and don't really want to create yet more themes!
Matthew this is on bills, purchase invoices, when you enter an invoice from a supplier who has given you a discount. Instead of you having to do manual calculations to work out the individual cost of an item. I. E you bought 12 widgets at $15.90 ea and got 13% discount, Xero won't let you enter 15.90 and 13%, you have to work it out (outside of Xero) and enter the unit price.
Come on Xero get onto this already!
Come on Xero get onto this already!
Merged: We need the ability to enter a discount received from a supplier
Presently we can give customers a discount on sales invoices however we cant receive a discount from a supplier Can the purchases area have a discount column added as per the sales invoices
Presently we can give customers a discount on sales invoices however we cant receive a discount from a supplier Can the purchases area have a discount column added as per the sales invoices
Merged: Default credit terms & applying early payment discounts for creditors
Some creditors give a % discount for early payments. An example of this is if you pay the account before the 5th of the month, you will receive 5% discount. I notice that it is not possible to enter discount days for purchases in the contact cards...only for sales. It would be good if the percentage discount received from a supplier (entered when the payment is made within the specified terms) is also displayed on the remittance advice. For example it could display the Invoice date, reference (invoice number), Invoice amount, Discounts received, Previous payment amounts, current payment amount.
Some creditors give a % discount for early payments. An example of this is if you pay the account before the 5th of the month, you will receive 5% discount. I notice that it is not possible to enter discount days for purchases in the contact cards...only for sales. It would be good if the percentage discount received from a supplier (entered when the payment is made within the specified terms) is also displayed on the remittance advice. For example it could display the Invoice date, reference (invoice number), Invoice amount, Discounts received, Previous payment amounts, current payment amount.
I agree (but out of votes). It would be handy to be able to set up that expectation of the PP discount as well. It is a hassle when the invoice is entered for the full amount, and then we pay it on time but forget to deduct the PP discount - some vendors do not go back and credit us the discount if we overpay. Right now I have to remember to enter the amount at the expected payment amount.
Peter.
Xero Certified Advisor, Canadian CPA & New Zealand CA and Xero's award winning Most Valuable Professional. I give implementation advice to clients all over the globe. Get a Xero MVP on your team! Visit my blog for various Xero articles.
You can book a live remote Xero support session with me for a very reasonable price.
Peter.
Xero Certified Advisor, Canadian CPA & New Zealand CA and Xero's award winning Most Valuable Professional. I give implementation advice to clients all over the globe. Get a Xero MVP on your team! Visit my blog for various Xero articles.
You can book a live remote Xero support session with me for a very reasonable price.
We have a number of suppliers that include discounts on their invoices. Purchase orders can have discounts but not bills. If you create a bill from a purchase order which includes discounts then the discounts come across but are not visible - so at a quick look at the bill you don't realise that discounts have been applied. Alternatively if you create a new bill with discounts then you either have to manually calculate the reduced unit price or manually calculate and enter a separate discount line - neither solution is ideal as they don't (at a quick glance) give you the complete picture and more importantly both require more effort to key and therefore waste valuable time. For something so fundamental, it is about time Xero allowed discounts to be entered and seen on Bills. Please add discounts on Bills to your planned enhancements.
Really Really need to be able to add a Settlement Discount from a Supplier for early payment. Cant belive this isnt standard...
I agree with Robb Dabbs. This should be added by now since the original request posted in Aug 2012. We have several suppliers we use for Settlement Discount. Now currently loading another line is the solution but my clerks are forgetting to do this.
We are losing out on our settlement discount.
Please add soonest.
We are losing out on our settlement discount.
Please add soonest.
There is a sales discount function in the contacts section. A purchases discount in the same area can't be too hard
COME ON Xero - fix this it's been 2 1/2 years. I bet one of your clever people could fix this in about 2 hours (i suspect it is very similar code to the sales discount) and collectively save us all months of stuffing around manually calculating item rates.
COME ON Xero - fix this it's been 2 1/2 years. I bet one of your clever people could fix this in about 2 hours (i suspect it is very similar code to the sales discount) and collectively save us all months of stuffing around manually calculating item rates.
I totally agree that a discount option should be an added for the Bills format - would save a lot of time manually calculating incoming costs as well as on-charging costs. Please add as soon as possible
Hi I’m new to Xero enjoying it so far but this missing feature is critical to me
Both my major suppliers offer this discount which we take.
To manually discount each item will take so much time it will be more cost effective not to take the discount which means I will lose about £5K per annum not great
I assumed when I signed up for Xero this would be stantard my old package (TAS 2) has it and it’s nearly ten years old!
Love Xero apart from that, but this missing feature is a big problem for my company
Please add it it soon I need the money!
Both my major suppliers offer this discount which we take.
To manually discount each item will take so much time it will be more cost effective not to take the discount which means I will lose about £5K per annum not great
I assumed when I signed up for Xero this would be stantard my old package (TAS 2) has it and it’s nearly ten years old!
Love Xero apart from that, but this missing feature is a big problem for my company
Please add it it soon I need the money!
Hi Nick,
It would be a real shame to miss out all that discount. Fortunately, there is a fairly simple work-around. If you are able to enter the discount as a single line item (as a negative) amount then then is easiest. But assuming that you need to allocate it proportionately against the invoice coding lines then here is a simple method that will do this:
1. Enter the invoice for it's full value (without the discount) as usual and Approve it.
2. From the Edit click Add Credit Note.
3. Enter the date as the date of the invoice, and change the Ref to be PP: Invoice#. For the amount enter the total amount of the discount.
3. Calculate the discount as a percentage of the total invoice. Now enter this in the Qty field for all lines (e.g., 10% = 0.1). When you have finished this the Remaining Credit should be 0.00.
If this works for you I will take a mere 10% of your reclaimed discount!!
Peter.
Xero Certified Advisor, Canadian CPA & New Zealand CA and Xero's award winning Most Valuable Professional. I give implementation advice to clients all over the globe. Get a Xero MVP on your team! Visit my blog for various Xero articles.
You can book a live remote Xero support session with me or self-paced Xero training for a very reasonable price.
It would be a real shame to miss out all that discount. Fortunately, there is a fairly simple work-around. If you are able to enter the discount as a single line item (as a negative) amount then then is easiest. But assuming that you need to allocate it proportionately against the invoice coding lines then here is a simple method that will do this:
1. Enter the invoice for it's full value (without the discount) as usual and Approve it.
2. From the Edit click Add Credit Note.
3. Enter the date as the date of the invoice, and change the Ref to be PP: Invoice#. For the amount enter the total amount of the discount.
3. Calculate the discount as a percentage of the total invoice. Now enter this in the Qty field for all lines (e.g., 10% = 0.1). When you have finished this the Remaining Credit should be 0.00.
If this works for you I will take a mere 10% of your reclaimed discount!!
Peter.
Xero Certified Advisor, Canadian CPA & New Zealand CA and Xero's award winning Most Valuable Professional. I give implementation advice to clients all over the globe. Get a Xero MVP on your team! Visit my blog for various Xero articles.
You can book a live remote Xero support session with me or self-paced Xero training for a very reasonable price.
Merged: Discounts to be added in batch payment of Bills
Good Day
When some of our clients want to do a batch payment for a particular creditor there is no feature that can allow for the discount that they have taken into account for early payment. Therefore the amount that needs to be created to match the bank entry is not possible unless a credit note is passed.
This becomes very time consuming for this to be done for every supplier.
Is it possible to bring this feature in for both Bills and Sales?
Good Day
When some of our clients want to do a batch payment for a particular creditor there is no feature that can allow for the discount that they have taken into account for early payment. Therefore the amount that needs to be created to match the bank entry is not possible unless a credit note is passed.
This becomes very time consuming for this to be done for every supplier.
Is it possible to bring this feature in for both Bills and Sales?
I would also love to see discounts on bills. I have a client that receives settlement discounts if payments are made before ie 21 days. The feature is there for sales, it would be great to see the same feature existed for suppliers. Time consuming process to go back in and modify invoices.
COME ON XERO - 2 1/2 years 53 people have voted for this - thousands are effected by this issue. IT'S TIME to fix this. Do you know how long it takes to manually calculate a 30 line invoice with discounts? about 10 minutes, should be 2 minutes with this sorted.
Hi Xero, I'm surprised and disappointed that you can't do something even MYOB can do.... MYOB allows a discount on every line item in the purchase invoice. It really is time you guys caught up with the times - PLEASE!
I am finding it very frustrating that I cant apply settlement discounts more efficiently. I do many multiple funds transfers per month where I will pay up to 20 suppliers at a time and maybe a quarter of those will offer a settlement discount. I am finding I have to cancel the reconciling process a number of times to exit and add discounts to individual invoices. Xero is supposed to save me time, not consume it.
Agree with all above, we have diff terms with suppliers usually they offer discounts if bill is paid sooner for example 4%21net30 We can deduct 4 % from bill if bill is paid in 21 days.
We need that badly...!!!!
We need that badly...!!!!
Agreed, as all businesses want to be able to take advantage of any savings & discounts that they can, this is a much needed feature.
To discount actual line item manually can also throw out reports for inventory item costs, as they will not be a consistent base purchase price.
This is a MUCH needed feature
To discount actual line item manually can also throw out reports for inventory item costs, as they will not be a consistent base purchase price.
This is a MUCH needed feature
Wow 2 years and Xero still have not added this feature. It is very disappointing as it would simplify my data entry. 60% of our suppliers give us a bulk buy discount. This means i can not search back months later and accurately see the purchase price. I have had to implement an item code called discount and apply that so my purchases. Please tell me Xero you are going to fix this... please!
The age of a request doesn’t necessarily push it up the list. It's always hard to decide what we work on next - as much as we'd love to we can't do it all at once! For now it’s not planned, so have a look at some of the ways around this that have been discussed above. Any changes I’ll let you know here.
Hi Brittany. I do not understand why it is always said this is not a priority. This should be a priority. The potential to have a negative financial impact due to clerks forgetting to capture the discount is huge. It really should not be that difficult for the programmers due to discount already being used on sales invoices. I am really glad we switched to Xero since March 2015 but this is a MUST HAVE feature. It is not a nice to have feature, but part of our daily business processes. We get settlement discount when we pay or as I believe other users get it when they buy in BULK. I believe the impact on the development of this feature not to be that huge. If the decision makers who plan development can maybe place this higher up on the priority list it would be much appreciated.
Kind regards
Ryan
Kind regards
Ryan
Merged: Discounts in bill payments.
Hi,
Some of my suppliers sometimes give me discount on items bought. Could we have a discount column in the new bills form just like we have in the sale/invoice form? This will avoid having to use a calculator when filling out a bill.
Many thanks,
Serge
Hi,
Some of my suppliers sometimes give me discount on items bought. Could we have a discount column in the new bills form just like we have in the sale/invoice form? This will avoid having to use a calculator when filling out a bill.
Many thanks,
Serge
Hi,
I am looking forward for this feature in Xero.
Voted for this feature as well :)
Krishna
I am looking forward for this feature in Xero.
Voted for this feature as well :)
Krishna
It is not, others has it already.
I often have discounts on my term accounts with my vendors (5%20net30 or 3%30net45 etc..)
Very important feature.
I often have discounts on my term accounts with my vendors (5%20net30 or 3%30net45 etc..)
Very important feature.
I too have the same terms as Robert Podgorski with some suppliers please add that feature ASAP
Xero is becoming a joke - things that we request be fixed just get ignored for years. I have used a few accounting programs over the years and discount functions are pretty basic and fundamental. We need to use them on a daily basis.
IT"S BEEN OVER 3 YEARS - JUST FIX IT.
I guarantee you are going to collectively save us, the people who pay you every month, thousands of hours by fixing this.
IT"S BEEN OVER 3 YEARS - JUST FIX IT.
I guarantee you are going to collectively save us, the people who pay you every month, thousands of hours by fixing this.
Everyday when I enter the items and calculate the unite price (the the amount after the discount divided by quantity (even worse if discount is variable for different items)) I am thinking of you.. Some of you making suggestions like credit notes etc...
Please pin this as best answer. Please do note make any other comments especially if you are not sure what I am talking about... Imagine there are more than 50 items in one single invoice..
Please pin this as best answer. Please do note make any other comments especially if you are not sure what I am talking about... Imagine there are more than 50 items in one single invoice..
Merged: Discounts - Allow negative discounts in Bills
Is it possible to have negative purchase discounts. Then a purchase order can be edited by adding in Freight and other landed charges as credit amounts. Then apply a negative discount against the inventory items being purchased to gross up costs for freight etc and thus revert the purchase order total back to the suppliers invoice amount.
The subsequent freight and other landed charges when invoiced/paid are then coded to the respective codes thus clearing out the credit balances (arising from the purchase order editing).
Is it possible to have negative purchase discounts. Then a purchase order can be edited by adding in Freight and other landed charges as credit amounts. Then apply a negative discount against the inventory items being purchased to gross up costs for freight etc and thus revert the purchase order total back to the suppliers invoice amount.
The subsequent freight and other landed charges when invoiced/paid are then coded to the respective codes thus clearing out the credit balances (arising from the purchase order editing).
There is a line discount option in the purchase order, but not in the bill. Can this option be turned on in the billing page as well?
If a discount line in the purchase order is forgotten or incorrect, we will need to cancel the bill and go back to the purchase order to adjust - very frustrating!
We have multiple suppliers that have a discount amount on each item line (often different discounts on the same bill).
Thanks!
If a discount line in the purchase order is forgotten or incorrect, we will need to cancel the bill and go back to the purchase order to adjust - very frustrating!
We have multiple suppliers that have a discount amount on each item line (often different discounts on the same bill).
Thanks!
Xero I also need a a discount option for when our suppliers offer early payment discounts.
At the moment there is no way around it, as you cannot allocate a credit note to a payment. That means the remittance advice you send the supplier is not accurate.
Please fix this. It is very important and should not even be an issue as it is very common.
Thanks in advance
At the moment there is no way around it, as you cannot allocate a credit note to a payment. That means the remittance advice you send the supplier is not accurate.
Please fix this. It is very important and should not even be an issue as it is very common.
Thanks in advance
We have just started using Xero after transferring from Sage and the whole supplier statement/discount issue is a major headache, to the point that we are considering having to move back. Although there are some great features in Xero that do save us time, overall we feel we have made a backward step - as this has been an issue with many users for some years, I can't see why it hasn't been addressed sooner!
thanks
thanks
My work around for discount on purchases is to enter the purchase as a purchase order - WHICH ALLOWS A DISCOUNT!!! - and then push it through to an approved bill status. The discount carries through as appears at the subtotal just like the sales invoice.
We too would like to see the discount feature on purchases as it is on sales, it must be relatively easy to implement, no?
Hi again, everyone, do understand how much this means to you all here, and wish I had better news. However, at this stage (mid 2016), adding this functionality isn't part of our plans.
We're on a mission to improve Sales Invoices, but so far this doesn't involve additions to Bills. It's going to be a big project that we'll incrementally improve and I'll certainly return to let you know if any developments extend to Bills or plans are made toward this functionality.
For now, there are a few options:
- Add a negative line for the total amount of the discount (add multiple if you want to show the discount for each line item)
- Apply a Credit Note where you can stipulate the discount per line item (If your discount's a % enter this as a decimal in the Qty field)
- Apply the discount % to the Qty field of the lines of your Bill. So in the Qty field enter in 0.5, instead of 1 if you'd like a 50% discount.
- There also is the inbuilt calculator which can help with calculations.
Understand these solutions might not work for everyone, but do at least provide a workable way around adding a Bill discount.
We're on a mission to improve Sales Invoices, but so far this doesn't involve additions to Bills. It's going to be a big project that we'll incrementally improve and I'll certainly return to let you know if any developments extend to Bills or plans are made toward this functionality.
For now, there are a few options:
- Add a negative line for the total amount of the discount (add multiple if you want to show the discount for each line item)
- Apply a Credit Note where you can stipulate the discount per line item (If your discount's a % enter this as a decimal in the Qty field)
- Apply the discount % to the Qty field of the lines of your Bill. So in the Qty field enter in 0.5, instead of 1 if you'd like a 50% discount.
- There also is the inbuilt calculator which can help with calculations.
Understand these solutions might not work for everyone, but do at least provide a workable way around adding a Bill discount.
I would like a discount column on bills payable too, seems a bit stupid that it isn't an option. Every bill I enter has a quantity, price, trade discount, total. Because xero doesn't have the discount column I have to put quantity as 1 and the total price in the price column otherwise I need to have a calculator next to me and work out each individual item price after discount before inputting to xero....not very user friendly on the accounting side....which is strange for accounting software.
Adam, can you take a look at my last update here - you do have a few options, including Xero's inbuilt calculator!
Hi Brittany,
The most annoying issue I find is that since there is a discount line in the purchase order, if this is entered incorrectly it will come through to the bill and cannot be changed.
For example if a discount % was entered as 15%, when it was meant to be 15.5%, each item price will be slightly incorrect. Since in the bill page you cannot view the discount amount entered in the purchase order (it just shows as a total amount at the bottom of the bill) it is a guessing game to see if the prices will be correct or not.
If not, we either have to cancel the bill and go back and edit the purchase order to correct the discount %, or remove the discount % in the purchase order, or just start the bill from scratch (which defeats the time savings of already having the items entered from inventory into the purchase order).
Additionally we have multiple suppliers that give different line discounts on different groups of items. 20 lines could have a 7.5% discount, and 20 lines could have a 12.5% discount. As you cannot view this information in the bill it is frustrating if one discount line was entered incorrectly on the purchase order, and impossible to figure out without cancelling the bill and going back to the purchase order.
We also lose functionality as it is harder to keep track of item prices. Our discounts often change (higher discount if we buy more, lower discount if we buy less) but the item price should stay the same. This is harder to confirm if the item prices need to adjusted to include the discounts rather than having it separate.
As the facility (discounts per line for bills) is already implemented in the back end I would assume it should be possible to allow this information to be viewed (and edited) by the user in the billing page. It would just mean allowing us to view that discount column in bills like we can in purchase orders.
Thanks! Vivian.
The most annoying issue I find is that since there is a discount line in the purchase order, if this is entered incorrectly it will come through to the bill and cannot be changed.
For example if a discount % was entered as 15%, when it was meant to be 15.5%, each item price will be slightly incorrect. Since in the bill page you cannot view the discount amount entered in the purchase order (it just shows as a total amount at the bottom of the bill) it is a guessing game to see if the prices will be correct or not.
If not, we either have to cancel the bill and go back and edit the purchase order to correct the discount %, or remove the discount % in the purchase order, or just start the bill from scratch (which defeats the time savings of already having the items entered from inventory into the purchase order).
Additionally we have multiple suppliers that give different line discounts on different groups of items. 20 lines could have a 7.5% discount, and 20 lines could have a 12.5% discount. As you cannot view this information in the bill it is frustrating if one discount line was entered incorrectly on the purchase order, and impossible to figure out without cancelling the bill and going back to the purchase order.
We also lose functionality as it is harder to keep track of item prices. Our discounts often change (higher discount if we buy more, lower discount if we buy less) but the item price should stay the same. This is harder to confirm if the item prices need to adjusted to include the discounts rather than having it separate.
As the facility (discounts per line for bills) is already implemented in the back end I would assume it should be possible to allow this information to be viewed (and edited) by the user in the billing page. It would just mean allowing us to view that discount column in bills like we can in purchase orders.
Thanks! Vivian.
If you are unable to have a discount in an invoice then it would make sense to delete it from the PO template and all discounts for PO's and invoices are entered as a separate line. When copying over a PO to a bill the discount applied in the PO does not copy through correctly to invoice....this causes an error in the approval max approval system.
Yes typical - employed fresh out of Uni with no experience in ACTUALLY operating an accounts system 'in practice' - which is why many of the answers given by community "experts" state "never" or "no such plans" - Wake up Peeps, this is supposed to be a modern accounting system!
Ken, I've been managing Community for three years, as your advocate. Pushing requests to the Product team of what Xero users want. They can't work on everything though, so we try to be as transparent as we can on what we are/aren't working on. I know it's not always what you want to hear, but it's so as to manage expectations. As I said in my last update, if bigger plans are made to update Bills we'll let you know.
Hello, total newbie here...so please help.
Brittany I am trying to apply discounts given to me by suppliers on certain stock items that I purchased. I followed your instructions and set up a Discounts code under Expenses in my chart of accounts which I have applied as BAS excluded as the tax rate.
So now on my purchase invoices when I do the line discount it seems that GST component is not right and does not match the GST amount that my supplier has recorded.
what am I doing wrong??
thanks
Brittany I am trying to apply discounts given to me by suppliers on certain stock items that I purchased. I followed your instructions and set up a Discounts code under Expenses in my chart of accounts which I have applied as BAS excluded as the tax rate.
So now on my purchase invoices when I do the line discount it seems that GST component is not right and does not match the GST amount that my supplier has recorded.
what am I doing wrong??
thanks
HI Brittany,
I see that this issue is being brought up since 2012!! and many people are being affected by it, i am surprised that something that looks to me as a small fix cannot be implemented by the "XERO Technical Team".
For now, i am applying a negative line in bills to affect the discount that i receive from suppliers and to reach the final bill value. however this is not ideal as discounts should be distributed to each of the items purchased so that stock value is correct and includes the discount.
Is there a better way of doing this for now?
Are there any plans from XERO to fix this so far?
I see that this issue is being brought up since 2012!! and many people are being affected by it, i am surprised that something that looks to me as a small fix cannot be implemented by the "XERO Technical Team".
For now, i am applying a negative line in bills to affect the discount that i receive from suppliers and to reach the final bill value. however this is not ideal as discounts should be distributed to each of the items purchased so that stock value is correct and includes the discount.
Is there a better way of doing this for now?
Are there any plans from XERO to fix this so far?
I'm waiting for this too. It seems the xero team just work on what they want and not what is brought up as needed functionality by us users.
This makes Xero look incompetent and uncaring - we are now at 5 years since this was raised as a bug - i'll call it a bug because it should have been there from day one. A lot of xero users get discounts from their suppliers and a lot are not supplied with a discounted single price (only a total discounted price for X numer of items) and need to manually calculate the individual price. FIX IT.
Hi there - I have reported this in 2015. There is a HUGE demand for this. Not for discount on line items but on SETTLEMENT DISCOUNT. For paying your account on time for example withing 30 days you get a 2.5% settlement discount. We need to be able to set a supplier for a payment discount. I have worked on AccPac before and you could set the supplier to have a settlement discount which took off automatically the discount on invoices. So when you pay the discount is already take off.
To leave this in the hands of clerks to manually remember to add a negative line on each invoice is costing us money if they forget to do so.
Regards
Ryan Archer
To leave this in the hands of clerks to manually remember to add a negative line on each invoice is costing us money if they forget to do so.
Regards
Ryan Archer
Any updates on when a discount option will be on Purchases, there is one on sales. A lot of our suppliers give us discounts, I have to work out manually. Come on Xero they have them on Sales. ??????
Do you have any updates on the discount function when entering bills into Xero? A client would like to keep track on whether they are receiving the correct discount from a supplier or not. This would be a great function to have on bills!
We really need this function, requested it like 6 years ago, come on Xero! let's make it happen
Is there any progress on this function? It would be great to have a discount option so we can not only allocate the discount to purchases but also keep track on whether or not we are receiving the correct agreed discount.from suppliers.
Are we getting anywhere with this situation Xero?? Its soooooo frustrating to have to manually change product prices all the time when suppliers offer discounts......????????
Hi
This is something that we would absolutely love to see introduced. We have over 60 suppliers offering various discounts on over 90000 various products at different discount rates. We currently use a purchase order to send them through and have to manually add the discount every time. (I am aware that I can upload my products to include a purchase price)
I notice that there is a default discount option for sales invoices that we issue to our customers; could you also not apply the same to purchases orders and have the ability of having a default purchases discount to apply in the same way?
This would be a huge time saver and would mean that we would not have to waste time on compounding our various discounts.
Many thanks
This is something that we would absolutely love to see introduced. We have over 60 suppliers offering various discounts on over 90000 various products at different discount rates. We currently use a purchase order to send them through and have to manually add the discount every time. (I am aware that I can upload my products to include a purchase price)
I notice that there is a default discount option for sales invoices that we issue to our customers; could you also not apply the same to purchases orders and have the ability of having a default purchases discount to apply in the same way?
This would be a huge time saver and would mean that we would not have to waste time on compounding our various discounts.
Many thanks
I just wanted to add a quick note for those that have been following this thread for a wee while.
Work is still thundering on to redo Invoicing so updates to Bills aren't yet in the works. Later on next year (2018) once we've released more functionality to Invoicing, we'll have a better idea of how much scope our teams have to add improvements to Bills.
For now you can:
- Add a negative line for the total amount of the discount (add multiple if you want to show the discount for each line item)
- Apply a Credit Note where you can stipulate the discount per line item (If your discount's a % enter this as a decimal in the Qty field)
- Apply the discount % to the Qty field of the lines of your Bill. So in the Qty field enter in 0.5, instead of 1 if you'd like a 50% discount.
- There also is the inbuilt calculator which can help with calculations.
Work is still thundering on to redo Invoicing so updates to Bills aren't yet in the works. Later on next year (2018) once we've released more functionality to Invoicing, we'll have a better idea of how much scope our teams have to add improvements to Bills.
For now you can:
- Add a negative line for the total amount of the discount (add multiple if you want to show the discount for each line item)
- Apply a Credit Note where you can stipulate the discount per line item (If your discount's a % enter this as a decimal in the Qty field)
- Apply the discount % to the Qty field of the lines of your Bill. So in the Qty field enter in 0.5, instead of 1 if you'd like a 50% discount.
- There also is the inbuilt calculator which can help with calculations.
When can we expect an update fixing this? It is a time-consuming task and does not go well with the automation.
This would be great for one of my clients - they self-bill for their suppliers and take a commission for connecting them to their clients projects (confusing), currently they have to work out the agreed percentage manually and they agree different commission rates for each supplier.
As this is now over 100 votes (as above stated) when can we expect this feature to be developed? Can you be more specific to the Official Xero Response post above?
As this is now over 100 votes (as above stated) when can we expect this feature to be developed? Can you be more specific to the Official Xero Response post above?
I've just signed up for Projects to give it a go and found the "no discounts on bills issue". It makes the whole of Projects completely irrelevant for any historical work and means we have to change how we input orders if we want it to work in the future. That's a massive undertaking for what seems to be a simple fix from Xero. You built the system so you can copy from a purchase order to a bill (which is great) and then you exclude discounts which makes a nonsense of any attempt to use Projects!!
STOP MAKING EXCUSES AND FIX THIS ALREADY!!! This discussion has been going on for years, there are valid reasons for its inclusion and it is an every day useful feature that clearly has merit if the number of comments and discussion are anything to go by.
Frankly it's an embarassment to Xero that you overlooked such a simple feature in the first place!
Surely after 2 years this can be resolved.
It is a basic formula to add to the program.
Please explain why this is so hard to achieve without justifying with another issue or blaming some one.
Please take some responsibility and accountability and apply a fix to the supplier discount issue.
After all, wasn’t Xero meant to save us time. ??
I enter sometimes over 100 bills payable plus a month.
Add up the time this takes me.!!
Please please work on a fix.
It is a basic formula to add to the program.
Please explain why this is so hard to achieve without justifying with another issue or blaming some one.
Please take some responsibility and accountability and apply a fix to the supplier discount issue.
After all, wasn’t Xero meant to save us time. ??
I enter sometimes over 100 bills payable plus a month.
Add up the time this takes me.!!
Please please work on a fix.
It’s so frustrating Phil, I do love Xero but am currently testing quickbooks, it deals with discounts brilliantly so think a 2 year wait is enough
Hi Xero - maybe take a month and address some of these issues that piss off your customers and wait a bit before launching into new add ons. Accounting made simple - with a few areas of frustration! I for one are getting more and more frustrated by these (what seem simple) things that get acknowledged, but are not important enough to fix for your clients. Your care factor SUCKS. and how about being transparent and put back the post dates, so people can see how long you take to fix stuff. 15/11/18.
I am just a recent user of Xero, but I did weed through many articles about showing discounts on expenses. I have a few "Suppliers" that offer a discount on bulk quantities, or loyal customer discount. I need to track these.
Let us say I get a 10% discount from ABC.
The items I purchased were three sprockets for $25 each.
So three sprockets at $75 with a discount at $7.50 total is $67.50.
I have created a new Expense account to allow payments called Vendor Discount.
First line in the expense is the three sprockets at $25 ea. total $75
Next line I have the Vendor Discount at -$7.50 (as a negative)
Total is now $67.50
Now I can track the expense discounts.
This may have been answered years ago, but thought I would share a newbie adventure.
Cheers,
Craig
Let us say I get a 10% discount from ABC.
The items I purchased were three sprockets for $25 each.
So three sprockets at $75 with a discount at $7.50 total is $67.50.
I have created a new Expense account to allow payments called Vendor Discount.
First line in the expense is the three sprockets at $25 ea. total $75
Next line I have the Vendor Discount at -$7.50 (as a negative)
Total is now $67.50
Now I can track the expense discounts.
This may have been answered years ago, but thought I would share a newbie adventure.
Cheers,
Craig
Last year I created a purchase order with discount, converted it into a purchase invoice and was happy.
This year I copied the invoice and as the annual order was slightly different I needed to add additional lines. Now some have discount (which I can't see or edit) and other lines don't. This is a total mess that I needed to contact Xero about. Why can't purchases follow sales and have discount ? this is also a standard option and not some super add-on!
This year I copied the invoice and as the annual order was slightly different I needed to add additional lines. Now some have discount (which I can't see or edit) and other lines don't. This is a total mess that I needed to contact Xero about. Why can't purchases follow sales and have discount ? this is also a standard option and not some super add-on!
Hi! is there an update on this subject for 2019? We have only started using Xero because of MTD and it seems an immense waste of time having to calculate the discounted VAT amount manually when this system is supposed to be fully conversant with VAT!
Lizzy Fulker
We're new to Xero and I can't believe this isn't an option, particularly since MYOB offer it. We have been using our own accounting program that we had written for our business back in 1985 and allocate a "pay on time" discount to any supplier and it would issue the discount automatically when making the payment. Sadly we could no longer upgrade our old program to run on new hardware and made the shift to Xero.
We have over 45 suppliers. Having to make a separate entry for each invoice/bill is ridiculous.
I have come up with my own solution by issuing a credit note for the pay on time discount for the month and allocating it to one of the invoice/bills prior to making payment. I created an item in "Products and Services" first, called "Discount Received", to insert when issuing the credit note. The remittance advice however looks messy, but I'm able to edit that when saved as a pdf.
Certainly not ideal, but we have no choice until there is a fix. From the chatter in this thread, I'm not holding my breath for a fix any time soon. So very disappointing.
We have over 45 suppliers. Having to make a separate entry for each invoice/bill is ridiculous.
I have come up with my own solution by issuing a credit note for the pay on time discount for the month and allocating it to one of the invoice/bills prior to making payment. I created an item in "Products and Services" first, called "Discount Received", to insert when issuing the credit note. The remittance advice however looks messy, but I'm able to edit that when saved as a pdf.
Certainly not ideal, but we have no choice until there is a fix. From the chatter in this thread, I'm not holding my breath for a fix any time soon. So very disappointing.
Soooooo you're soooooo busy doing a marketing road show (which has minimal value to SBO in a practical sense) that you can't do something as simple as add a discount column?! C'mon get real!
I am guessing they care more about acquiring Hubdoc than feature requests that have been rotting around here for years. In the mean time, I've used an additional line with a negative amount for the discount amount.
Friday, December 13, 2019 (PST)
Friday, December 13, 2019 (PST)
Xero used to be really good about regularly upgrading with features requested by its users. That's what made it so good - they were really responsive. Now all I see are add-ons (which we have to pay for and/or don't need) being pushed on us instead of improving the quality of the base product.
I also don't understand why we don't have this feature. While I can do a workaround, I would prefer not to have to. Xero has clearly been aware of this issue for a long time.
15 Jan 2020
I also don't understand why we don't have this feature. While I can do a workaround, I would prefer not to have to. Xero has clearly been aware of this issue for a long time.
15 Jan 2020
Discounts allowed - if you don't already have the code in your COA, just create an additional one.
I worked out a way to apply the discount in the invoice.
I had a discount of 7.5% of the total invoice.
So if that was for example 110 total invoice. comprised of $100 ex GST and $10 GST.
$110 x 0.075 = $8.25. discount amount.
$110 - $8.25 = $101.75 paid amount.
I need to take the GST off the $8.25 discount amount so I can put it in my invoice calcs... before the GST is calculated as I can't take it off after the GST has be calculated
so $8.25 / 11 * 10 = $7.50
or $8.25 * 0.909 = $7.50 (but rounding may be not correct for other values using this calc)
to check for rounding.... $7.50 * 1.1 = $8.25
If I add a line to the invoice with negative $7.50 it will subtract that amount from the Ex GST subtotal and calculate the total for the invoice including the GST correctly for me.
I had a discount of 7.5% of the total invoice.
So if that was for example 110 total invoice. comprised of $100 ex GST and $10 GST.
$110 x 0.075 = $8.25. discount amount.
$110 - $8.25 = $101.75 paid amount.
I need to take the GST off the $8.25 discount amount so I can put it in my invoice calcs... before the GST is calculated as I can't take it off after the GST has be calculated
so $8.25 / 11 * 10 = $7.50
or $8.25 * 0.909 = $7.50 (but rounding may be not correct for other values using this calc)
to check for rounding.... $7.50 * 1.1 = $8.25
If I add a line to the invoice with negative $7.50 it will subtract that amount from the Ex GST subtotal and calculate the total for the invoice including the GST correctly for me.
OK thanks Bhaskar.
I didnt have time to read the other posts to see what others came up with and I just wanted to share my calculations.
I did start with the discount value post GST... but....
The reason why I did the calcs using GST or VAT exclusive figures is because I have already contacted Xero help service regarding this issue and they advised me I can't apply a discount at the end of the invoice.... after the total has been calculated.
they suggested adding a line in with the negative amount before the subtotal.
they said they'll take the suggestion on board that users would like to be able to apply a discount at the end of invoice total.
they said they appreciate it is more time consuming to work it out and put it into the invoice in a new line and then have it be subtracted from the subtotal... then have GST applied.
they didnt even give me the calculation that I posted above, they just said I'd have to work it out and even though I am new to bookkeeping and Xero, I knew it was something to do with what happens between the subtotal and the total...which is where GST is applied...
And I cant change the mechanics of how the program goes from the subtotal to the total after GST, so I have to do it with Ex GST figures.
I was originally trying to play around with the 7.5 % number, and the 11/10 ratio... but it didnt work playing with the % number itself... but it does work with the actual dollar value discount because that's what accounting uses... real numbers lol.
and applying 11/10 to the discount value.
If Danya can work it out with post GST or post VAT numbers then Danya can show us here.
I didnt have time to read the other posts to see what others came up with and I just wanted to share my calculations.
I did start with the discount value post GST... but....
The reason why I did the calcs using GST or VAT exclusive figures is because I have already contacted Xero help service regarding this issue and they advised me I can't apply a discount at the end of the invoice.... after the total has been calculated.
they suggested adding a line in with the negative amount before the subtotal.
they said they'll take the suggestion on board that users would like to be able to apply a discount at the end of invoice total.
they said they appreciate it is more time consuming to work it out and put it into the invoice in a new line and then have it be subtracted from the subtotal... then have GST applied.
they didnt even give me the calculation that I posted above, they just said I'd have to work it out and even though I am new to bookkeeping and Xero, I knew it was something to do with what happens between the subtotal and the total...which is where GST is applied...
And I cant change the mechanics of how the program goes from the subtotal to the total after GST, so I have to do it with Ex GST figures.
I was originally trying to play around with the 7.5 % number, and the 11/10 ratio... but it didnt work playing with the % number itself... but it does work with the actual dollar value discount because that's what accounting uses... real numbers lol.
and applying 11/10 to the discount value.
If Danya can work it out with post GST or post VAT numbers then Danya can show us here.
I really do not understand why we have to go through all these calculations when Xero can do all these behind the scenes and we just need to enter the discount percentage.
Come on Xero, it has been a long time since we have asked for this feature
Come on Xero, it has been a long time since we have asked for this feature
Hi Katie. You appear to be in a different jurisdiction from me. I wouldn't like to comment on the laws as they apply to you as they could be different.
Being able to add Bill line discount is a big must in our industry. Definitely have my vote for Line discount on Bills
Official Xero Reply
We've got some fresh eyes assessing all of the Purchases space atm. Being honest that discounts isn't the immediate focus for the team at this point with their attention around machine learning and automating to keep your business beautiful.
We encourage you all to keep helping each other find those interim solutions. If you haven't already voted and you'd like to see this rolled out, pop your vote on to show an indication of interest. We'll feed this back to our product teams for their review!
We encourage you all to keep helping each other find those interim solutions. If you haven't already voted and you'd like to see this rolled out, pop your vote on to show an indication of interest. We'll feed this back to our product teams for their review!
Being a developer, I know this is a quick one hour job for your devs to complete. We are not re-inventing the wheel here. It's been 4 years, still no outcome and over 200 votes. This has a huge impact on businesses, when will this get fixed??
This gets my vote. Not long moved over to Xero. Discount lines on bills you would have thought was a basic feature. Disappointing.
I am currently having to export all gross bills to be paid into Excel and doing a work around from there to:
calculate the early settlement discounts
show the figure per invoice I am paying
and providing a remittance advice from Excel to send to suppliers.
It is very long winded but I need to do this to show the boss how much I am able to save the Company in early settlement discounts. Please please look at this - it could save me a day a week!
calculate the early settlement discounts
show the figure per invoice I am paying
and providing a remittance advice from Excel to send to suppliers.
It is very long winded but I need to do this to show the boss how much I am able to save the Company in early settlement discounts. Please please look at this - it could save me a day a week!
if you look this has been going on for the last 6 years, i don't this it will every change!!!!
Nicholas, Zoho Books do it very well. You have the option to add discounts at transaction level or at line item level on individual bills.
Xero don't give a shit! They don't operate a small business where this stuff has to be dealt with every day, they don't face the same frustration that many users do.
They just rely on the fact that you are stuck on this platform and will probably rather put up with having to do lots of calculations manually, that change to another system.
They removed dates from these posts because people could see how long they have known about the problems and done nothing.
They don't consider that a developer could probably fix this in hours, but that collectively users spend thousands of hours doing manually work arounds..
Yes i'm pissed offfffff.
They just rely on the fact that you are stuck on this platform and will probably rather put up with having to do lots of calculations manually, that change to another system.
They removed dates from these posts because people could see how long they have known about the problems and done nothing.
They don't consider that a developer could probably fix this in hours, but that collectively users spend thousands of hours doing manually work arounds..
Yes i'm pissed offfffff.