If you’ve already posted a receipt and want to apply a discount when allocating it to an invoice, you can do this from the Banking area.

Step 1: Go to the Receipts Screen

1. Open Banking in BrightBooks.
2. Click on Receipts.
3. Find the outstanding receipt that relates to the invoice you want to discount.

Step 2: Open the Allocation Screen

1. On the row for that receipt, click the inline menu (the options button on the right of the line).
2. Choose Allocation.
3. An Outstanding Invoice list will appear for that customer, showing all invoices that can be allocated against this receipt.

Step 3: Enter the Discount

1. In the list of outstanding invoices, find the invoice you want to apply the discount to.
2. Locate the Discount column for that invoice.
3. Click into the Discount field and type the discount amount you want to give (for example, 10.00 for a €10 discount).
4. The system will automatically adjust:
   • The amount allocated to the invoice.
   • The remaining balance on the receipt (if any).

Step 4: Complete the Allocation

1. Check that:
   • The allocation amount plus the discount matches what you expect the customer to pay.
   • The invoice is correctly marked as paid or part‑paid.
2. Save/confirm the allocation.

Once done, the discount will be recorded against that invoice, and the receipt will be correctly allocated.