AP: Process Vendor Discounts in Sage Intacct

Learn how to duplicate an existing bill and record vendor discounts as negative amounts in Sage Intacct.

September 25, 2026 By Autumn Bowman

Purpose

This guide explains how to apply and record vendor discounts on eligible bills in Sage Intacct. Following this process creates an accurate vendor discount credit line against an existing invoice using standard GL coding and documentation.

Scope

This procedure applies to the Accounts Payable team processing invoices eligible for vendor discounts (such as United Refrigeration). It covers locating existing exported bills from ServiceTitan in Sage Intacct, duplicating the bill, and entering the corresponding discount credit.

Locate the Existing Bill

Step #1: Navigate to Top level and select the company you are working on — Navigate to **Top level** and select the company you are working on

Wait for the entity workspace to load before navigating menus.

Step #2: Click Applications in the top navigation bar. — Click **Applications** in the top navigation bar.

Step #3: Click Accounts Payable. — Click **Accounts Payable**.

Step #4: Click Bills. — Click **Bills**.

Not every invoice is eligible for a vendor discount. Verify that the vendor qualifies (such as United Refrigeration) and that payment terms apply.

Duplicate and Update the Bill

Step #1: Paste the invoice number into the Bill Number field. Click View on the processed invoice. If the invoice has been exported from ServiceTitan, it will appear in the search results. If it has not been exported yet, it will not display. — Paste the invoice number into the **Bill Number** field. Click **View** on the processed invoice. If the invoice has been exported from ServiceTitan, it will appear in the search results. If it has not been exported yet, it will not display.

Step #2: Click Duplicate in the action toolbar. — Click **Duplicate** in the action toolbar.

Verify that the bill date is accurate before updating line items.

This suffix designates the entry as a vendor discount credit.

Step #5: Drag and drop the invoice attachment from the original email into the attachment field. — Drag and drop the invoice attachment from the original email into the attachment field.

Configure Line Entries and Submit

Step #1: Delete extra lines, such as sales tax and freight, leaving only one entry row. — Delete extra lines, such as sales tax and freight, leaving only one entry row.

Step #2: Select account 50081 in the Account dropdown. — Select account **50081** in the **Account** dropdown.

General ledger account 50081 is the required code for vendor discounts.

Sage Intacct requires credits to be entered with a preceding minus sign (for example, -1.65).

Step #4: Click Submit (or Submit & new) in the top right corner. — Click **Submit** (or **Submit & new**) in the top right corner.

FAQ

Q: Why is my invoice number not appearing in the Bills list?

A: Invoices must be exported from ServiceTitan to Sage Intacct first. If an invoice has not yet been exported, it will not display in the search results.

Q: How should the discount amount be entered in the Amount field?

A: Always enter the discount as a negative number with a minus sign in front (such as -1.65), as Sage Intacct requires negative values for credit entries.

Q: What general ledger account is used for vendor discounts?

A: Always code vendor discount line entries to GL account 50081.

Glossary

Term	Definition
-VD	Suffix appended to the original bill number in Sage Intacct to denote a vendor discount credit bill.
50081	The designated general ledger account code used to record vendor discounts.