How to remove "Potential member savings" from all invoices in settings?

jennifer113
New Contributor III

We haven't yet set an advantage plan up yet and customers sometimes call confused about why they didn't receive the savings. We'd like to disable until we have it set up.

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awaldron
New Contributor II

Lydia--we ended up having to ask our Success Manager to do this on the back end for us--it took two tries for it to finally take, but the Potential Savings line is totally gone from our invoices and estimates now!

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4 REPLIES 4

awaldron
New Contributor II

Also need this answered--there is no way I'm going to individually turn off Member Savings on each customer. There should be a bulk action for this to disappear from estimates and invoices...!

lydiacal
New Contributor

Need an answer for this as well! We don't have any membership savings set up for commercial customers or on equipment (residential parts only) but it still shows up on everything unless we manually turn it off, confuses the customers and techs.

awaldron
New Contributor II

Lydia--we ended up having to ask our Success Manager to do this on the back end for us--it took two tries for it to finally take, but the Potential Savings line is totally gone from our invoices and estimates now!

jennifer113
New Contributor III

Yeah it looks like if you have any membership types if you turn the discount down to 0% that will remove them form all invoices.