For SWV Contract Renewals, how can I give a $500 discount in the first year of a 3 year term for $1000 rate per month ($12,000 per year) on the Sales Order? The customer doesn't want to see $11,500 broken down into 12 months - they want to see $12,000 with a $500 credit. So on a monthly billing they want to see $1000 on the invoice and the $500 broken down into 12 months. We cannot do an RMA/Credit Memo because the customer wants it on their invoice. Please help!

We were able to accomplish this by adding a Discount line on the order for the $500 and then setting up a custom billing schedule to have the discount only hit the first 12 months (tedious, but doable).

@Lisa thank you for your response! Did you create a Discount item for the $500? I actually tried that but I was not able to add a billing schedule because of this error

We set up discounts as Service Items, so that they are able to use the billing schedules on this type of order.

@Lisa thanks we will try that out!

We did! Quantity 1 (or 12, depending on how you have things set up) and a negative $ amount.