Click Settings on the left hand nav
Click Deduction Handling
First, you can toggle the visible fields displayed on all deductions, and those that are split
Next, you can customize the deduction status' that will populate on each of the deduction lines for you to choose between
Finally, if you're adding promos into Confido you can select the weighted importance of each of the fields that our system will use to match a promo to a deduction.
This provides guidance to our AI on what is most important for accuracy for your organization
What does Auto-Split Early Payment Deductions do?
The Auto-Split Early Payment Deductions setting in Settings → Deduction Handling controls how Confido records an early payment discount (a discount a customer takes for paying within an agreed early-pay window) when you post a check to your ERP (enterprise resource planning system), such as NetSuite.
When Auto-Split Early Payment Deductions is on: Confido breaks the early payment discount out onto its own line as a deduction and includes that line on the credit memo Confido creates in your ERP. Use this option if your team records early payment discounts to a separate GL (general ledger) account.
When Auto-Split Early Payment Deductions is off: Confido applies the early payment discount directly to the invoice, and no separate deduction line or credit memo line is created for the discount.
Changing Auto-Split Early Payment Deductions affects checks posted after the change. Checks already posted to your ERP keep their original treatment. To re-post an already-posted check with the new treatment, first delete every record the original push created in your ERP (credit memo, invoice payments, and journal entries), then re-push the check from Confido. See Troubleshooting: "This Record Already Exists" Error When Re-Pushing a Payment to NetSuite. If you don't see Auto-Split Early Payment Deductions in Settings → Deduction Handling, contact your Confido team to change the setting.