The way in which you manage discounts depends on whether you are using no accounts integration, an Xero integration, or a QuickBooks integration. There are several options.
1. No Accounting Integration
If you have no accounting integration, your account can be setup in one of two ways.
QuickBooks Ready - If you think you may use our QuickBooks integration in the future, you need to use BriteBiz QuickBooks Ready Setup. This means you need to add a negative product with the discount. In this scenario, you have one overall tax rate per booking.
Normal/Xero Ready - You can have your account set up in our Xero Ready Format. Here you can apply a discount per individual product. You will have multiple tax rates, one per individual product.
Note - you will not be able to integrate this account with a QuickBooks account in the future, as QuickBooks does not allow for discounts at an individual product level.
If US customers have a preference for this format, please contact support when onboarding.
2. QuickBooks Integration
If your account has been setup for QuickBooks integration, to add a discount to a booking, simply add a product, call it "Discount" and give it a negative value. There is one tax rate per booking.
For example, to add a 15% discount, add a new product, call it something like "Discount (@15%)" and set the price to eg -235.00.
Note - QuickBooks does not allow for adding discounts at a product level, this is why BriteBiz only allows you to set a discount at a single product level.
3. Xero Integration
With our Xero Integration, you can apply a percent discount to any of the products on the booking. When you add or edit a product, you will see a discount field next to the total (see below). Simply enter the percentage discount you would like to apply to this product and save.
You set an individual tax rate per product. This discount will be pulled into Xero on a line-by-line basis.
Note - If you are choosing an accounting platform, and recording discounts individually on a product-by-product basis is important to you, we recommend you use Xero. QuickBooks Online does not allow discounts on a line-by-line basis (only one overall discount per booking).
Note - If you ever switch from one format to another, you should check that all tax setup is correct in your products, and all products and tax rates are correct in all bookings.