Credit to discount task

[mkane]

Has anyone been able to find a way to note a credit on an account, but when applied it adds as a discount?  IE we give a referral credit, but when applied it goes as a credit to next work - There would be no actual funds, 

[mkane]

This was my thought too.  Then a new thought hit, the discount would be taken from the Tech's revenue on that future ticket.   Back to the drawing board. 

[RandiThompson]

Why would it be taken from the techs revenue? Your not discounting the invoice you are adding a payment to it. 

[RandiThompson · Accepted solution]

I would try setting up a payment type "Referral Credit", apply a "payment" to the customer account then apply the credit to the next invoice. 

[AndrewMcCombs]

How would you recommend setting up this payment type? Would it be a journal entry that exports to a contra revenue account in accounting software? Thanks for any advise.