Cost Share Credit

Hello there, @quo_vadimus.

I recommend setting up an Item in your account, so you can add the Line Item to the Invoice and make the correct actions for discounting and recording. No worries, I'm here to show you how to set up the My Cost Shares as an Item:

1. Go to Lists at the top menu, then Item List.

       2. Press on the Item drop-down menu at the bottom of the window and select New.

       3. Click on the Type drop-down and choose Discount.

       4. Fill out the rest of the template and hit OK.

Now that you have the Discount Item ready to go, you can add this as a Line Item on your Invoice. I've provided the steps below on how to do this with ease:

1. Go to the Customers menu to get to Create Invoices window.
2. Choose a customer on the Customer: Job field.
3. Record the necessary items.
4. Enter the Discount on the following line.
5. Click the Save & Close button once you're finished.

The Discount Item applies a discount to the total Amount on the Customer Invoice. The only option that is available for the Item itself it the Mark Up option. However, you can double-click the item and edit the Amount like so:

If you have additional questions or concerns, please don't hesitate and reach back out! I'm always here if you need me.

Thank you.

How do i track my non-profit's organization's cost-share contribution to a specific grant? I have set the name of the grant under Customer Job. But as i enter a credit card charge for a wire transfer that covers several different expenses, how do i differentiate between expenses being covered by the grant and which are contributions from my non-profit? Example, in the wire the grant covers the expenses for some infrastructure material, my organization covers some labor and the administrative fees.