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Combined discount

In Profit, you can calculate discounts and allowances over the complete invoice or over a part of it. For example, you calculate a surcharge if the total invoice amount is less than a certain amount.

Combined discounts are calculated on the basis of the total turnover amount for a particular group of articles on an invoice.

You can use the combined discount in Order management, Projects (for both the automatic and the manual invoice) and Subscriptions and Course management.

If you use a combined discount in Profit, the discounts are automatically calculated. As a result, there are no manual administration costs.


You cannot use combined discounts in combination with Collect orders / Collect on invoice because the discount/surcharge is redetermined when creating the invoice. Furthermore, you can link only one discount scale per sales contact.



In addition to the invoice discount, the credit restriction and the payment discount, there are further additional options for assigning discounts to sales invoices. For example, you can calculate a discount for specific lines on an invoice or calculate a surcharge if the invoice amount is lower than an agreed minimum. To apply these, you record combined discounts; if required, you can also use these combined discounts as extra invoice discounts.

Furthermore, you can give a discount based on the number of packages on the invoice or perhaps give away some products for free.


In this context, surcharges are always recorded as negative discounts.

Within Profit there are two forms of combined discount:

  • Combined discount over an invoice total.

    This is the most widely used form. With combined discount over an invoice total, you create a discount scale within which the discount or surcharge is calculated. You link the discount scale to a sales contact. Thus, this discount applies to the total for all articles (on the invoice).

  • Combined discount over combined groups.

    With combined discount over a combined group, you actually attach the discount to the article. You then link these discounts on the article to the sales contact using the sales contact profile. Whether or not a combined discount over a combined group is applied then depends on the sales contact. The consequence of this, for example, is that for articles A, B and C a 3% discount is calculated and for article D the discount is 4%.


There are several ways to use combined discounts. To come to the correct configuration, you need to distinguish five steps. These are:

  1. Choose the type of combined discount: over the invoice total or a combined group.

    In most cases you will opt for the invoice total. You should select combined group if you want to have a different calculation per article (group).

    An example of a combined group

    On parts there is a discount of 5% while on complete systems the discount is 3%.

  2. Are you going to use a discount percentage or a discount amount? Usually you would choose a 'percentage' discount. An amount is mostly used for a surcharge.


    For an order amount above € 1,000, a sales contact receives a 5% discount. For an order amount below € 100, there is a surcharge of € 30.

  3. Specify whether a calculation needs to be carried out for returns.
  4. Decide whether you want to display the calculated amount on the order and packing slip or only on the invoice. In most cases, you will not select the Calculate on invoice only check box.
  5. Specify whether you only want to calculate the amount or whether it must also actually be paid.


Also see

Directly to

  1. Discounts (Sales)
  2. Configuration
  3. Basic discount
  4. Discount group
  5. Promotional discount
  6. Discount agreement
  7. Combined discount
  8. Volume discount



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