Default the Invoice Product Quantity to negative [in Australia for HSP Claims: Add accessory with negative quantity]

If it is required that a product is defaulted onto an invoice with a negative quantity eg "Discount", this article outlines how it can be done.

Business Scenario in Australia: The top up portion of an HSP claim is funded by a funder such as HUMM or Z1p or such and they charge you a fee that needs to be discounted. On the claim an accessory with a negative quantity needs to be added and a user cannot directly do this. Using the following process allows it. Note: You must add the product to the HSP claim Accessories first before adding the Funder onto the claim ]:

From the INVENTORY menu select Product Information. Sel
ect or add the required product.

Find the " Default Invoice Quantity" field and set the quantity to '-1'.

Save it, then add it to the document [in Australia the HSP Claim] and voila! it will be negative. Adjust the positive amount as required.

Please talk to your accountant/book-keeper - should the funder fee be in its own category so it points to the correct General Ledger account for such fees? Possibly an expense account? We can't answer the question but we can help you set up the category pointing to the correct account if it needs to be so.

[For Australia - if you have already added the Funder you will have to remove it. To do this:

1. Open the claim.

2. Go to the funder field on that claim and remove it by over-typing the existing funder amount with '0'. Press Enter on the keyboard to "commit" it. Then Continue.

3. Save the Claim then go back in and add the Funder again. It should pick up the reduced amount.]