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SM: Ability to add Subtotal lines for discounts

We'd like the ability to add a subtotal line item into our invoices/bills, so our customers can see the full prices, as well as the discount they received. However, this discount is tied to an AGREEMENT (to a site), and not strictly per customer. It's also a discount that applies to the WHOLE invoice.

Most other billing softwares have some way to add a subtotal discount and will do the calculation for you automatically.

Viewpoint, please allow us to add subtotal lines (discounts) to our invoices on the SM side. Thanks.

  • Nathan Sutherland
  • Mar 11 2019
Vista Apps / SM - Service Management
Company A-1 Plumbing
Job Title / Role Developer
I need it... 1 month
  • Attach files
  • Nathan Sutherland commented
    December 22, 2021 00:01

    Viewpoint, the lack of INVOICE-LEVEL discounts (subtotal discounts) is incredibly frustrating.

    Are there any other other major invoicing software packages that can't do one or more "20% off this invoice" subtotal lines?


    Perhaps a better name would be "Subtotal Modifiers".


    As our company continues to grow, doing these workarounds becomes more and more error prone:

    • multiple "Rate Templates" (gets crazy with multiple coupons & agreement memberships)

    • adding a custom MISC line that must be recalculated manually


    Please consider catching up to industry standards in the invoicing arena.

    Thank you! :-)


    As far as where the $$ would go, My initial thought is they would be tied to a SM Cost Type. That way you could leave all of your "per line" calculations as they are, and the SUBTOTAL MODIFIER would produce it's own line in the GL records.


    These ideas could be merged into one:

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