LAST UPDATED
06/07/2026
Manual Quote Discounts Visibility on the Completion Statement
When a fee earner applies a manual discount to a quote, a named flat amount taken off the total, the client is quoted a lower figure. Until now, that discount was dropped when the Completion Statement was generated, so the statement showed the full undiscounted total and the balance due did not match what was agreed. This update fixes that. Any manual discount on the instructed quote is now pre populated as a line item on the Completion Statement automatically, so the balance due always reflects what the client was quoted.
Completion Statements
Improvement
The Discount Carries Across Automatically
You no longer have to remember the discount or add it by hand. Homey reads it from the instructed quote and places it on the statement for you.
Populated From the Instructed Quote
When a Completion Statement is created for a case whose instructed quote has a manual discount applied, a discount line item is added automatically as part of that creation. The line uses the discount name from the quote, or simply reads "Discount" if the quote left the name blank, and the amount matches the flat value on the quote exactly. The line reduces the balance due, working in the same direction as a deposit or instruction payment that offsets the fees owed. It is treated as a flat reduction that is not vatable, consistent with how the discount already appears on the quote. If the quote has no manual discount, nothing is added and the statement behaves exactly as it always has.
Positioned Clearly for Transparency
The discount is shown in its own clearly labelled section so there is nothing hidden from the client. It sits after all the existing fee categories, Standard legal, Supplemental legal, Third party and Ad hoc, and before the totals row, so the reduction is easy to follow as the client reads down the statement to the final balance. Clear labelling means the client can see exactly what was taken off and why the total lands where it does.
Full Control When You Need It
Automatic does not mean fixed. The discount line is yours to adjust, and it keeps itself aligned with the quote if things change.
Edit, Remove, and Stay in Sync with the Quote
The discount line item is fully editable on the Completion Statement. If the agreed discount differs from what was captured on the quote, you can adjust the name or the amount directly, and if the discount no longer applies you can remove the line altogether. This gives you the flexibility to reflect what was actually agreed while still starting from the correct figure by default. If the quote discount is changed after the statement has already been created, the statement does not fall out of date either: it is republished as a new revision reflecting the updated discount amount, and the previous revision is archived, so the live statement always shows the current agreed figure while you retain a clean history of earlier versions.
Accurate Everywhere the Client Looks
A correct balance due only helps if it shows up consistently, so the discount appears in every place the client and your team rely on.
On the PDF and the Client Facing View
The Completion Statement PDF includes the discount line item and reflects the corrected totals, so the document you send is right. The same line appears in the client facing Completion Statement view, giving clients a clear way to reconcile the statement against the total on their original quote. Wherever the statement is seen, the numbers agree.
