Invoice Discounting
How to use Invoice Discounting in Customer Billing: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create sales invoices from the applicable sales or delivery records, review taxes and due dates, and submit after checking. Allocate payments through Payment Entry and inspect the receivable reports for the remaining balance.
This page is a record page in Finance & Accounting → Customer Billing. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Posting Date, Company, Invoices, Short Term Loan Account, Bank Account, Bank Charges Account, Accounts Receivable Credit Account, Accounts Receivable Discounted Account, Accounts Receivable Unpaid Account.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Invoice Discounting from Finance & Accounting → Customer Billing, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Posting Dateposting_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Loan Start Dateloan_start_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Loan Period (Days)loan_period | Int Optional | Enter a whole-number value. |
Loan End Dateloan_end_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Statusstatus | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Invoicesinvoices | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Discounted Invoice |
Total Amounttotal_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Bank Chargesbank_charges | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Short Term Loan Accountshort_term_loan | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Bank Accountbank_account | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Bank Charges Accountbank_charges_account | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Accounts Receivable Credit Accountaccounts_receivable_credit | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Accounts Receivable Discounted Accountaccounts_receivable_discounted | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Accounts Receivable Unpaid Accountaccounts_receivable_unpaid | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Invoice Discounting |
Child tables
Invoices — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Invoicesales_invoice | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Invoice |
Customercustomer | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Dateposting_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Outstanding Amountoutstanding_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Debit todebit_to | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.