How to add discounts in your accounting documents?

There are four ways to add discounts to documents.

1) Add discounts on the total amount

₹1000 discount added on total

2) Add Item wise discounts (Equal Distribution)

₹1000 discount automatically divided among all items equally:


3) Add Item wise discounts (Weighted Distribution)

₹1000 discount automatically divided among all items on a weighted basis:


4) Add Item wise discounts (Custom)

₹1000 discount automatically divided among all items as per your preference (no rule followed):


Let’s see how!

1) Adding Discounts on Total

₹1000 discount added to the final total

To add discounts on the total, while creating a document, go to Give Discounts/Additional Charges > Give Discounts on Total > Add Discount Amount/Percentage:


Important Note: Discounts on the total Amount will reduce the total value but will not be added to the tax component. So, you will need to bear the full tax component of the pre-tax amount yourself.

2) Add Item wise discounts (Equal Distribution)

₹1000 discount equally divided among each item (applied on pre-tax item amount)

To add item-wise discounts with equal distribution, while creating a document, go to Give Discounts/Additional Charges > Give Item wise discount > Add Discount Amount/Percentage > Select "Divide Equally":

3) Add Item wise discounts (Weighted Distribution)

₹1000 discount divided among each item on a weighted basis (applied on pre-tax item amount)

To add item-wise discounts with weighted distribution, while creating a document, go to Give Discounts/Additional Charges > Give Item wise discount > Add Discount Amount/Percentage > Select "Weighted":

4) Add Item wise discounts (Custom)

₹1000 discount divided on a custom basis according to your preference (applied on pre-tax item amount)__

To add item-wise discounts on a custom basis, while creating a document, go to Give Discounts/Additional Charges > Give Item wise discount > Go to the discounts column > Manually adjust discounts:


That's it! If you still have questions, feel free to reach out to us at care@refrens.com or drop a message on live chat support for quick assistance!

Updated on: 25/03/2025