Discounts & Fees Applied Report
This report is helpful to keep track of discounts & fees applied to orders. To use this report, navigate to Reports > All Reports – Finance, or use the global search bar. If this is a report that you plan to use frequently, mark it as a favorite and add it to your Quick Links.
We recommend that you have the following set up prior to using this report.
To access the report, you need the User Permission ‘Discounts & Fees Applied Report’.
Report Search and Results
The Order Date Range is the only required field for the report, but you can choose from a few additional optional search fields including Issue Date Range and discount/fee types.
By default, the results will be shown in a table format, with one record for each discount or fee applied. Each of these records will show information including company, invoice number, charge type, and amount.
The company names and order numbers are quick links which will redirect you to the company overview page, and company orders tab respectively, so you can quickly see additional information.
If you choose to group the results by Company or Order, then you will just see the total amount for that order or company, you will not see the specific discount or fee details.
New 4/21/2023