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Tutorial: Use cash discount and book incoming payments correctly with booking and text templates in CashCtrl.
Content
Create a text template via Settings Text templates with the desired payment conditions. CashCtrl cannot yet create a (Q2 2023) calculation based on the total. Either the amounts can be calculated or only the rates can be given to the customer.
Create an invoice, use the appropriate text template and send it to the customer.
The payment arrives after less than 10 days and 3% cash discount is already deducted. Create the payment with the Next step Paid and enter the transferred amount. Then confirm with Save.
The payment can be created in different ways, the important thing is to simply enter the amount actually received.
Via Next step Cash discount the booking dialog can be called again. The cash discount booking template is opened and the outstanding amount is already filled in. Cash discount is booked by default to 3800 revenue reduction.
This means that there are no more outstanding amounts.
In the order overview, the document can be selected and the booking window called up via More Bookings. Alternatively, in the preview view of the document via Bookings.
