Business Invoice with Customer-Specific Discounting

With this business invoice template you can assign each customer a specific discounting rate. This rate is saved with other customer information such as street address and email. On creating invoices if you choose a customer, its discount level / rate is retrieved and applied too.

No matter what business you are in, returning customers are always valuable. To encourage those customers and express your gratitude, a discount shown on invoice is a great way to do that. This business invoice template implements that by using a custom field created in both the "Customer" and "InvHdr" database tables.

This form design is a revisited version of c5033 Sales Invoice Form with Discount Percentage. Like the invoice template names imply, the discounts here are specified as percentage. If you prefer discount amount value, visit c5032 Sales Invoice Form with Discount Amount. Here on InvoicingTemplate.com we also have the form designs for service business, at c5031 Service Invoice Form with Discount Percentage and c5011 Service Invoice Form with Discount Amount.

Every business is different, the pricing model could also be very different. If you prefer to offer prices based on customer values or levels, visit c6006 Customer Value Based Pricing.

This template was originally published on office-kit.com as C5-011 "Applying Discounts to Certain Customers". The following description from office-kit.com provides useful information to help you understand this template.

Some customers are very important so you need to allocate discounts to them whenever you invoice them. This template implements this by adding a custom field, Discount, to both the Customer and InvHdr (Invoice Header) database tables. For each customer, you can set a default discount, either 0 or a non-zero value. Whenever you create invoice for the customer, the discount is applied automatically.

Also in this invoice template the whole PO#, sales rep, ship date and ship via strip, as well as the Shipping and Handling at the bottom, are moved out of the Print_Area (the white area on the center of the form), leaving space for you to type in more information about your company or business.