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How Do Discounts Sync to Xero?

Question:

  • Do discounts sync from Clio to Xero? If so, how?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

If it is a line item discount, the discount syncs to Xero by adding a line item to the bill in Xero.

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A discount is very different than a write off/credit note.

A discount is essentially an adjustment to the bill itself.

So a $100 bill with a 50% discount is now essentially a $50 bill. The adjustment is on the bill itself, so that is where it shows.

A write off/credit note is essentially a non-revenue payment. In the example above, a $100 with a $50 Credit note is still a $100 bill, but the credit note is essentially saying that $50 of that bill will not be paid.

 

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