Invoice Discounts and Charges

Dolibarr only has a discount per line, or one fixed % per customer. This module adds named discounts and charges for the whole document, applied automatically, with the tax worked out correctly.

Named discounts and charges

• Percentage or fixed amount, e.g. "Large order 5%", "Loyal customer 2.5%", "Delivery fee $15", "Fuel levy 1.5%".
• Conditions: always, order total at least an amount, or order total under an amount.
• For all customers, for customers you tick on their card ("Discounts & charges" tab), or for current members of a membership type (Members module). Optional valid from / to dates.
• Applied automatically to draft proposals, orders and invoices, and kept up to date as lines change. Validated documents are never changed.
• Shown in the totals box with change / remove for that document only, and "Add discount/charge" to add one by hand.
• Discounts reduce the tax only on the taxed part (split by tax rate, local taxes included); charges carry the standard tax rate. Each can post to its own accounting account.

Early payment discount

• e.g. 2.5% if paid within 7 days: shown on the document and PDF ("pay by …, pay …, save …").
• When the customer pays early, one click records the discount as a credit note (adjustment note), split by tax rate, to the expense and tax accounts you choose.

Late payment fee

• Flat amount, % of the amount overdue, or interest per month or per year (worked out per day), after grace days.
• Raised by a button on the overdue invoice or a daily scheduled job, on a separate draft invoice or on the customer's next invoice; list of late fees with waive.

On your PDFs

• Payment terms printed above the footer of any PDF template, or exactly where you want them with substitution variables (__DOCDISCOUNT_TERMS__, __DOCDISCOUNT_EARLY_DATE__, …) in the free text, notes, email templates or ODT templates.

Also

• Multicurrency, local taxes (e.g. Spain RE/IRPF, India CGST/SGST), tax named per country (GST, VAT…).
• A permission for recording early payment discounts and raising / waiving late fees.
• Command-line test suite included (test/run_all.php, everything rolled back).

Requirements

Dolibarr 23.0 or later (tested on 23.0.4 and 24.0.1). Modules: Invoices (and Proposals / Sales orders if used). Optional: Accountancy (to choose accounts), Members (member discounts), Scheduled jobs (automatic late fees), Multicurrency.

Installation

1. Home > Setup > Modules/Applications > Deploy/install external app/module: upload the zip.
2. Enable "Invoice Discounts and Charges" (Financial modules).
3. Open its setup (gear icon) to create your discounts, charges, early payment discount and late fee.

Languages: English. Licence: GPL v3 or later. Support: Dolibarr User Australia — dolibarruseraustralia@gmail.com