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Assistance with Discounts and Payment Confirmation Settings in Sage

Kathya Guerrero
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Posted By

Hello,

I need some assistance with the discount functionality in Sage.

I can see the discount section, but I would like to know if it's possible to edit the discount amount before processing a payment. The discount terms are set up correctly on the vendor record, but when I go to make a payment, Sage calculates an incorrect discount amount. Is there a way to manually edit or override the discount during payment?

I would also appreciate support in understanding how this feature is intended to work and how we can correct the calculation.

Additionally, I'd like to know if it's possible to disable the payment confirmation email for payments made by credit card. We would still like payment confirmation emails for EFT or other payment methods, but not for credit card transactions.

Please let me know if this is possible or if there are settings we can adjust.

  • 0
    Suggested

    Hi  ,

    Thanks for posting, and sorry for the wait. 

    Quick check first: could you confirm whether you're in Sage Accounting or Sage 50 Canada? You've posted in the Sage Accounting forum, but the mention of EFT and vendor discount terms sounds more like Sage 50, and the answers differ.

    Sage Accounting: the discount is entered at payment time rather than pulled from vendor terms. Open the bill > Record Payment > enter the Discount, then Amount Paid. See the "Discount applied after invoicing" section here: Article

    Sage 50 Canada: the Discount Taken column on the Payments screen is editable, so you can override the amount there. If it's calculating wrong, check whether the terms were added to the vendor record after the invoice was entered — the invoice keeps the terms it had at entry. More here: Article

    On the confirmation emails — who's receiving them, you or the person paying? And is the card payment going through a payment service linked to Sage? That'll tell us where the setting lives.

    Support chat is available via Sage.com/Resources if you'd like to work through it live.

    Best regards,
    Erzsi 

*Community Hub is the new name for Sage City