How to Apply a Discount to a Fee, Other Charge or Disbursement Item

Locate the Line Item: Navigate to the Account tab and find the specific line item you wish to discount (e.g., Mortgage Registration).
Open the Discount Tool: Click the plus (+) icon located next to the line item type (Fee, Disbursement, or Other Charge). This will trigger a pop-up window with two input fields.
Choose Your Discount Method:
- By Dollar Amount ($): Enter a specific dollar value in the left field to subtract that amount from the line item.
- By Percentage (%): Enter a percentage in the right field to reduce the line item by that proportion.
Finalize: The system will calculate the new total when the "Save" button is clicked. To remove a discount, simply click the plus (+) icon and clear the input fields and then click "Save".

Maximum Limit: The maximum discount allowed is 100%.
Total Reduction: Applying a 100% discount will "zero out" both the line item amount and the associated GST.

In the Account page, you can apply discounts to individual line items, such as legal fees or specific charges. This allows for flexible billing by reducing the total amount owing via a dollar value or a percentage.