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Adding a Discount to an Invoice that Has Been Generated but Not yet Paid

In Nucleus, it is possible to add a discretionary discount to an invoice that has been generated without having to ask the Entrant to resubmit their Entry, as long as the invoice itself has not been paid yet.

To action this, you will need to follow a 3 stages process starting by revoking the invoice, then adding the discount to the required Entry and finally raising a new invoice to apply the discount.

How to Revoke an Invoice

  1. Login to the Admin Interface
  2. Go to Actions>Invoices
  3. Find the invoice from the Invoice List
  4. Click on Actions > Revoke invoice
  5. Click OK where requested. A Credit Note will automatically be raised against it

How to Add a Discount Code to an Unpaid Entry

  1. Go to Actions>Entries
  2. Look for the relevant Entry
  3. Click on Actions>Edit Form
  4. Scroll down to the Invoice Options section (which is hidden from the Entrant). Please just note that if you are using paginated dividers, this will be under the “Entry Setting” section.
  5. In the Discount Reason field, type the reason for the discount
  6. In the Discount Amount field, type the amount
  7. Click Save and Close. The discount is now applied

How to Raise a New Invoice with a Discount Applied

After you have actioned the steps above, you will just need to CloseDown the order in order to raise the new invoice.

  1. Go to Actions>Organisations
  2. Look for the relevant Organisation/Entrant and click Edit alongside them
  3. Scroll down to the Entry Summary for this Organisation
  4. Click Closedown. A summary of their order will be displayed
  5. Click Continue to Payment
  6. On the pop-up that appears add in a PO Number if applicable
  7. Type I AM SURE where instructed
  8. Click Proceed to Payment. The updated invoice will now be generated and emailed to the Entrant