Discounts (WIP) reference

Introduction

WIP Discounts can be used to reduce percentage WIP is charged against a client account, client job account and a job type. For example, if a staff members charge rate is £50 per hour and a discount of 10% is given to a client, then the client will be charge £45.

As displayed in the example above, the discount is offset against the rate per hour on the posting.  This is typically the charge rate set against a staff member. For example, staff member Rachel Preston may have a charge rate of £50. If the practice discounts 50% the client will be charged £25 for an hours work.

• The discount rate only  reduces postings made with a charge rate. For example, £25 per hour. A

There are three levels of discounts:

Discount Client Account

Discounts at client account level is used to discount staff posting to a specific client. For example, if a client is being charged less for early payments.

• Discount (less percentage) - Click on the radio button next to discount and add the discount percentage in the field supplied.  For example, enter 10. This will decrease the WIP charge by 10% WIP posting for this client.

 Click here for the help topic for setting discounts at client level.

Discount Client Job Account

Discounts at client job account level allows for WIP to be reduced for a specific client job. For example, to discount job type accounts for client A001. Below are the options for discounts at job level.

• Discount (less percentage) - Click on the radio button next to discount and add the discount percentage in the field supplied.  For example, enter 10.

 This will decrease the WIP charge by 10% WIP posting for this client job.

 Click here for the help topic for discounting at job level.

Discount job type

Discounting a job type reduces all WIP postings being made against a job type for all clients. For example, job type audit can be discounted and postings will be reduced by this value.

Click here for the help topic for setting a discount on a job type.