[GNC] Discount / Coupon question - How to apply?

[Adrien Monteleone]

Thanks for reporting back, but for posterity, which method worked?

(assigning as payment, or using an intermediary account)

Regards,
Adrien

On 1/2/24 11:31 AM, Alan Johnson via gnucash-user wrote:
> Thanks, that worked.

> On Sun, 2023-12-31 at 14:36 -0600, Adrien Monteleone wrote:
>> Is this screenshot taken while viewing the AR account? That error
>> message usually means you don't have a split in the transaction that
>> is
>> AR/AP.
>> >> Be sure to commit the transaction first, then try right-clicking to
>> assign the payment.
>>
>> If it still won't work, you might have to employ some intermediary
>> accounts.
>>
>> One option is to create a contra-income (sales) account for something
>> like "Discounts & Allowances", and then issue a Credit Note for that
>> Customer with a line item posted to that account. (the Credit Note
>> itself will post to AR)
>>
>> Then process a payment and select the Credit Note & Invoice to
>> offset.
>> ('pay' the invoice with the Credit Note)
>>
>> Then do a manual transaction between the Discounts & Allowances
>> account
>> and your desired expense account. (moving the amount from contra-
>> sales
>> to expense)