--- title: Payables 2.0 - Applying Discounts (Intacct) slug: svb/payables-20-applying-discounts-intacct description: Discover the discount feature and start applying available discounts to payments processed through the plugin. docTags: qsTTpmTCpLZnj3pL4Rz_Z createdAt: 2025-12-02T19:16:58.673Z --- :::hint{type="info"} **NOTE: **For Payables 2.0 users, the Payments button will appear as Payments (beta) in the navigation menu. ::: The discount feature allows you to apply available discounts to payments processed through the SVB Go Link, and the payment request sent to the bank will automatically reflect the discount amount. *** ## Applying Discounts When paying a bill, you can apply the discount terms set in native Sage Intacct. Discount terms cannot be applied to bills that are only partially paid. To successfully apply a discount, you must meet one of the following two conditions: 1. You are paying the bill in full with a single payment (this payment can be part of a combined payment run). 2. You are making the final payment on the bill. The discount can be applied only if this final payment clears the remaining amount due on the bill. Please refer to the "i" icon in the Discounts and To Pay columns for explanations of the expected behavior. Follow these steps to apply discounts to a payment. ::::WorkflowBlock :::WorkflowBlockItem ### Set Payment Terms Start by creating the discount terms for the payment within native Sage Intacct. Go to **Accounts Payable → Bills** to create or edit a bill. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/JJtsq9q-UHzy8Vcq8D09z_screen-shot-2022-11-29-at-33028-pm.png" size="80" width="1010" height="1002" position="center" caption="Go to Bills" showCaption="true"} Open a bill and select **Terms**. Enter the discount term you would like to use from the dropdown menu. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Uj0EIC4T4Lon3qMaYjYGi-20251202-195534.png" size="80" width="1257" height="691" position="center" caption="Update Discount Terms" showCaption="true"} ::: :::WorkflowBlockItem ### Pay with Discounts Go to **Payments**. Use the filters to find the bills you would like to pay. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/qeL_oHAFrIvJCgzeQIkyj-20260302-185147.png" size="80" width="1636" height="1256" position="center" caption="Go to Payments" showCaption="true"} The discount associated with that bill will auto-populate in the Discounts column and apply to the bill by default. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/xdmpM51zXRznfc2hmuzJx-20251202-200029.png" size="80" width="1380" height="505" position="center" caption="View Discounts" showCaption="true"} The **To Pay **column is the Amount Due minus the Discounts (calculated based on the terms and dates set on the bill) minus any additional credits applied. Select the payment method and pay your bill as usual. ::: :::: *** ## Removing a Discount If you want to pay a bill that has an applied discount term but choose not to use the discount, you have two options: :::::WorkflowBlock :::WorkflowBlockItem ### Remove the Discount from Intacct Navigate to **Account Payables** **→** **Bills** in native Intacct. Select the bill you wish to modify. ::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/RFuegQ2BzVEA5iL7T5gqY_image.png" size="30" width="686" height="250" caption="Remove Discount Term" position="center" showCaption="true"} Ensure the term dropdown is left blank. This action effectively removes the discount term from the bill record. ::: ::::WorkflowBlockItem ### Temporarily Ignore the Discount In the plugin's Payments page, simply unselect the** Apply **button next to the bill. An orange notification text will appear, explaining that the bill is eligible for a discount. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/UXPkJbHo85fI7b3ibfibU-20251202-200229.png" size="80" width="1369" height="510" position="center" showCaption="false"} :::hint{type="info"} **NOTE:** If you navigate away from or refresh the Payments page, the **Apply **checkbox will be automatically rechecked. ::: :::: ::::: *** ## Update Discount as of Date Modify the** Discount as of** date before making the payment, to ensure discounts are applied appropriately. To update the **Discount as of **date, follow these steps. ::::WorkflowBlock :::WorkflowBlockItem ### Locate Discount as of Date Click on the Discount amount (in blue). This will open a pop-up where the discount as of the date will be modifiable. ::: :::WorkflowBlockItem ### Edit Discount as of Date Now, edit the **Discount as of** date and **save. ** Make sure the **Apply** checkbox is checked and pay your bill as usual. Please note that if a date after the discount cut-off date is selected, the discount will be $0. ::Image[]{src="https://app.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/nZA8Znd7TReTydL2eB7N8_image.png" size="80" width="1946" height="823" position="center" caption="Change discount as of date" showCaption="true"} ::: :::: *** ## FAQs :::ExpandableHeading **What if the amount is not right?** If the amount auto-populated does not match what you would like to have as a discount, you can simply modify the corresponding Accounts Payable \[AP] Term. Simply head over to** Account Payables -> Bills** and select the bill you would like to modify. Change the selected AP term, and the auto-populated discount in the plugin will be automatically updated. This will directly be reflected in the** To Pay** Column. ::: :::ExpandableHeading **How can I change the AP term settings?** Head over to** Payables -> Set Up -> More -> Terms** to edit AP terms. ::: :::ExpandableHeading **Are discounts supported in different currencies?** Yes, discounts are supported in all currencies. ::: :::ExpandableHeading **I changed the AP term in my bill, but it is not reflected in the plugin yet. What should I do?** The plugin always reflects exactly what is in the bill on native Intacct. If you have updated the bill, and it is not yet updated in the Payments page, wait 30 seconds and refresh the plugin; the bill should then be updated. ::: :::ExpandableHeading **Why can I not pay a partial payment with a discount?** Discount terms **cannot** be applied to partially paid bills. To benefit from discounts, you have to either: - Be paying the bill in full in one payment - Be paying the last payment on the bill. If there is no amount due left on the bill (after that last payment), you can apply the discount. Please refer to the hover "i" in the Discounts and To Pay columns explaining the expected behavior. ::: :::ExpandableHeading **What is the discount as of date?** The discount as of date is the date at which the discount is processed. ::: :::ExpandableHeading **Why are Grace Days not taken into account?** Grace Days are a native Sage Intacct field that define the number of days after an invoice’s due date before late charges are applied to a vendor bill. Grace Days are currently not supported. ::: :::ExpandableHeading **I changed the bill, but it is not reflected in the plugin yet. What should I do?** The plugin always reflects exactly what is on the bill in native Intacct. If you have updated the bill, and it is not yet updated in the plugin Payables page, wait 30 seconds and refresh the plugin; the bill should then be updated. ::: :::ExpandableHeading **If I have multiple line items, where will the discount be applied?** If the bill is paid in full, the plugin will apply the discount proportionally, split between each line item. If the bill is paid in installments, the discount will be applied to the last line item of the last payment (the discount will not be used before the bill is paid in full). ::: :::ExpandableHeading **How does the Plugin's discount application differ from Intacct?** Intacct uses the payment date to determine discount eligibility. If the payment date is after the discount cut-off date, the discount will not be applied, regardless of the "discount as of date." The plugin does not follow this behavior. **Example:** If a vendor bill has a discount deadline of March 10th and the payment is dated March 11th, Intacct will not apply the discount. However, the plugin would still apply the discount if the "discount as of date" was on or before March 10th. Furthermore, when processing a partial payment via native Intacct, discounts cannot be utilized. In contrast, the plugin can send a partial payment with the discount applied. :::