Discounts on Membership Invoices

[mableryl]

The fact that you can't add another non-membership line item in a membership invoice (if you do "Sell Membership") is weird. But if you export the invoice and do an adjusted invoice you can... ?? 

Anyone else know a way around this? We can't change the prices of the membership itself. 

[jbulman]

I know what you mean and 100% agree.   I was with in-person support at Pantheon trying to figure out a better workflow.  This is for when we sell a membership from the office and can't add on other non-membership tasks, such as a coupon to reduce the balance owed. 

What we ended up doing is turning on a back-end setting that allows adjustment invoices to be created before an invoice is exported.  I don't see this on the feature configuration page, so you should talk to your Admin/ CSM about getting this turned on.  It has been very nice for adding the coupons, and doing membership refunds since a negative payments can't be recorded on an invoice when it isn't done through the refund workflow (only adjustment invoices).

[MirandaMel]

Are you wanting to not have the additional items have the membership discount on the initial membership invoice?  Could you show an example to see if we can help better?