Change the invoice total
When to use this procedure
Use this procedure when you need to change the total invoice price to a value less than the current value and you want to have discounts automatically applied.
Example of use – 1
If your business allows bartering, and you agree to a dollar amount with a customer, such as $200.00 for a group of 6 items including the tax, you can use this feature to enter the new total ($200.00) and have AIMsi calculate any discounts and tax for you. The invoice discounts, subtotal, tax, and total are updated to reflect the new total. In this example, the Subtotal might equal $186.00, the Tax might equal $14.00, and the Total is $200.00. The items on the invoice also reflect a discount percentage that is equally applied to each of the 6 items.
Example of use – 2
If a customer purchases a $2500.00 instrument and a $50.00 music stand, and the sales employee offers to "throw in" the stand, you can use this feature to enter a new subtotal ($2500.00) and have AIMsi calculate any discounts and apply the appropriate tax amount for you. The invoice discounts, subtotal, tax, and total are updated to reflect the new total. In this example, the Subtotal is $2500.00, the Tax might equal $175.00, and the new Total is $2675.00. The items on the invoice also reflect a discount percentage that is equally applied to both items.
Steps to complete
- Add all the items for the invoice on the Sales Invoice window, Layaway window, or Proposal window.
- Click Back In. The Back Into Total window displays.
- Enter the new total amount.
- Select Total Includes tax or Total does not include tax depending on how you want the tax to be calculated (as part of the value entered in step 3 or in addition to the value entered in step 3).
- Click Apply. The Sales Invoice, Layaway, or Proposal window is updated.
Did you know? You can right-click in the grid on the Sales Invoice or Proposal window and select Back Into Total to complete this procedure.
Hint: To "undo" a back into total, click Back In. The original total displays on the Back Into Total window. Leave the Total includes tax option selected and click Apply.
