Automatically distributed discounts

Another method for discounting transactions is to automatically distribute a discount to lines in a transaction. To do this, specify a discount value at the document level, and then set the discounted to true or false (default) for each line in the transaction. AvaTax will distribute the lines proportionally for all lines that are specified as "discounted": true.

Imagine these two scenarios:

Scenario 1:
- Specify a discount of $10 at the document level.
- Lines 1 and 2 of the transaction each have an amount of $100 and are marked as "discounted": true.
- AvaTax applies a $5 discount to each line.
Scenario 2:
- Specify a discount of $30 at the document level.
- Line 1 shows an amount of $100 and it marks it as "discounted": true.
- Line 2 shows an amount of $200 and it marks it as "discounted": true.
- AvaTax applies a $10 discount to the first line and a $20 discount to the second line.

The following example shows a sales invoice with two lines. The first line includes a $10 discount during tax calculation. The second line doesn’t include a discount.

Example

{
  "type": "SalesInvoice",
  "code": "AutomaticallyDistributedDiscount",
  "companyCode": "DEFAULT",
  "date": "2024-07-15",
  "customerCode": "TESTCUSTOMER",
  "discount": "10",
  "addresses": {
    "singleLocation": {
      "line1": "100 Ravine Lane NE",
      "city": "Bainbridge Island",
      "region": "WA",
      "country": "US",
      "postalCode": "98110"
    }
  },
  "lines": [
    {
      "number": "1",
      "amount": 100,
      "taxCode": "P0000000",
      "discounted": "true"
    },
    {
      "number": "2",
      "amount": 75,
      "taxCode": "P0000000",
      "discounted": "false"
    }
  ]
}