This article will give you information on how to apply discounts to jobs, installments, and contracts. This is a powerful function enabling you to give your customers the discounts they deserve and maximize the profit.

Contents

  • Setting Up Discounts in qCLIPxe
  • Setting Up Discounts in CLIPxe


Setting Up Discounts in qCLIPxe

In qCLIPxe, discount items need to be setup in QuickBooks and imported into qCLIPxe. Discount items, just like other QuickBooks items, are added in the item list. To import discount items from QuickBooks, import the item list. Import your QuickBooks item list from QuickBooks Functions. Click "Import Data From QB." 

Click the "item list" checkbox and then click "start import."

Once you have imported discount items from QuickBooks, click "system", and "setup discounts."

On the "Discount Code Setup" window, you will see discount items that were imported from QuickBooks.

You can edit or delete discount items here, but you can only add by importing new discount items from QuickBooks.

These are the fields that you need to enter for a new discount:

Code: A short (up to 10 characters) code to designate the discount.

Expires: If this discount expires, enter a "Y" here.

Date: If the discount expires on a certain date, select the radio button in order to enter a certain date for it to expire.

Number of Services: If you want to enter a number of services till the discount expires.

Whichever Comes First: Will allow you to use either date or number of services for the expiration of the discount, whichever one comes first. 

Note: Description, adjust amount, percent, or dollar fields are NOT editable with qCLIPxe. These fields must be edited in QuickBooks before the items are imported.

Using Discounts In Jobs

Once you have set up a discount and it is showing in the system menu, you can use it in jobs and installments.

Click customer files or files, and then file maintenance. Now, go to a customers jobs tab.

Click Calc1 / Discount button.

Select a discount here that you want to apply to this job.

Notice that when I selected the 10% Discount, CLIP applied a discount amount. CLIP also changed the amount to the right of the discount drop-down menu. 

Once you agree with this discount, click on the "replace in job" button in order to apply the discount. When this job is recorded as done, it will have the discounted price on the bill and in the history.

The screenshot above shows that CLIP applied a discount by the letters in red next to the "Charge Per Job" field. Once you have transferred the completed work over to QuickBooks for billing, it will appear on the invoice similar to the screenshot below:

This shows your customer's job that you have applied the discount to. 

Setting Up Discounts in CLIPxe

In order to begin using discounts, you will first need to set them up under the system menu. Click system, financial setup, and setup discounts.

This will open the discount code setup window to allow you to add, edit, delete, or preview/print discounts.  

These are the fields that you need to enter a new discount:

Code: A short code (up to 10 characters) to designate the discount.

Description: A short description of the discount.

Adjust Amount: Enter the amount of the discount. This can be either a percent or dollar amount if it is a fixed amount.

Expires: If this discount expires, enter "Y" or "N". If the discount expires, enter the date, number of services, or select whichever comes first

Using Discounts In Jobs

Once you have set up a discount from the system menu, you can use it in jobs or installments.

Click "customer list" or "files", and then"file maintenance." Go to a customer's jobs tab.

Click Calc1 / Discount button.

Select a discount here that you want to apply to this job.

Notice that when I selected the early bird discount, CLIP applied a discount amount and changed the amount to the right of the discount drop-down menu. 

Once you agree with this discount, click on the "replace in job" button in order to apply the discount.

The screenshot above shows that CLIP applied a discount by the letters in red next to the "Charge Per Job" field. When this job is recorded as done, it will have the discounted price on the bill and in the history.

At the point that your discount expires, you will receive a message "Discount has expired" when recording the job or posting the job.

                       Let us know if you need further assistance!

Did this answer your question?