How can you remove "Client Discount" from the client invoice?

Forum|Forum|4 years ago
March 17, 2022
1 reply
13 views

Happy St. Patricks Day!

Here's my question: How can you remove "Client Discount" from the client invoice?

I've gone into Settings/Invoice Setup/Additional Charge Description and then tried to delete the item (Client Discount) but I receive a message that states: "Cannot Delete Default Setup File"

I'd like to remove the description from my Default Invoice Setup and only include this item on invoices where I actual provide a discount. Instead of this category/description being shown on every invoice.

Can anyone advise?

Much thanks!

Lacerte Tax

This topic has been closed for replies.

George4Tacks

Level 15

The only way I see Discount is if I enter it in the client file. It does not show up on my invoices.

Answers are easy. Questions are hard!

P

PPECPAAuthor

Level 5

Thanks for getting back to me George,

I think where I went wrong was I changed the invoice in setting/client invoice/additional charges and then manually typed in "Client Discount" in the additional change description window. But now it's permanently included IN ALL MY INVOICES, when I only wanted it included in that one specific invoice.

Hoping lacerte can help out with this but I've become frustrated with their so-called support.

Hopefully someone can help me out.

George4Tacks

Level 15

Settings > Client Invoice > Additional Charges > You should see your "Discounts" - Click on it and hit the delete key > Close and select Yes to save

EASY PEASY

I think support did not understand what you had done. Post questions here before contacting support. There are users with decades of experience with the program. We are on version 42 and I have used every one of them.

Answers are easy. Questions are hard!

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