How to generate invoices for opportunities with a blind discount

When you finance a deal below market value, you'll need to create documentation in your sales tool to reflect the funding amount

If the customer chooses a finance option where the "Amount to be funded" is less than the "Total Invoice Amount" (and therefore contains a blind discount), you will need to generate two different invoices.

The first invoice is customer facing: it should reflect the full amount agreed upon before any blind discounts and subsidies.

For example, if you sold two pieces of equipment for $150,000, this invoice should show a total of $300,000.

The second invoice is to FORT Capital Resources and should amount to the "Amount to be funded" listed on the finance option. 

For example, if the blind discount is $20,000, this invoice would reflect a total of $280,000 after discounts.

Although a second invoice is typically the way we see sales professionals handle a blind discount, any of the following are acceptable:

• Create a new internal invoice for just that amount due (as described above)
• Create a credit invoice that just includes the subsidy amount
• Create a subsidy letter or agreement that describes understanding of the discount

If you have any questions about documenting a blind discount, subsidy, or below-market financing, reach out to our team at info@fortcapitalresources.com