In these notes · Trade and Cash Discounts — a Refresher
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12.2

Trade and Cash Discounts — a Refresher

Key Concepts

You met trade and cash discounts in the Trade Discount and Cash Discount section of the double-entry recording chapter. Here is a quick refresher, then we focus on the part that matters for trade payables: the discount the business receives from a supplier.

Trade discountCash discount
PurposeEncourages the buyer to buy in bulk (or rewards a regular/loyal customer)Encourages the buyer to pay early
Based onA % off the list price (the published price before any discount)A % off the amount owed (the invoice price)
Recorded?Never recorded — only the price after the trade discount is entered in the booksAlways recorded — as Discount allowed (seller) or Discount received (buyer)

An invoice is the supplier's bill — it shows what is owed and by when. The price on it, after any trade discount, is the invoice price:

Invoice price
Invoice price = List price − Trade discount
Cash discount
Cash discount = Cash discount % × Amount owed

The trade-payables angle — discount received is income. When the business pays a supplier early and the supplier gives a cash discount, the business records Discount received. From the buyer's side this is an income — the business ends up paying less than it owed, so it gains. (In the supplier's own books the same discount is Discount allowed, an expense — the two are mirror images: the same discount, recorded oppositely in each business's books.)

Trade discount applies to returns too. If goods bought with a trade discount are later returned, record the return at the same trade discount rate used for the original purchase. For example, goods with a $1,000 list price bought at a 10% trade discount are returned at $1,000 − 10% = $900.

Effect of a discount received on profit and trade payables. A discount received does two things at once:

  • It is an income, so it increases profit for the period.
  • It settles part of what the business owes, so it decreases trade payables.

Both move by the amount of the discount.

Cher
How to Remember

Trade = the quantity you buy, never recorded. Cash = how quickly you pay, recorded. For trade payables, the cash discount you get is Discount received — an income (credit to record). It increases profit and lowers what you owe.

Worked Example
Redhill Supplies buys goods on credit from its supplier, Faizal. Faizal offers a 10% trade discount on purchases and a 4% cash discount if the amount owed is paid within 7 days.
  • 2 May — Redhill Supplies bought goods with a list price of $8,000.
  • 5 May — Redhill Supplies returned some of the goods, list price $500.
  • 7 May — Redhill Supplies paid the amount owing by cheque, within the discount period.
1
Apply the trade discount to the purchase and the return
  • 2 May purchase: $8,000 − 10% = $7,200.
  • 5 May return: $500 − 10% = $450.
2
Work out the amount owed before payment

Amount owed = $7,200 − $450 = $6,750.

3
Apply the cash discount at payment

Paid within 7 days, so the 4% cash discount applies: 4% × $6,750 = $270 discount received.
Cash paid = $6,750 − $270 = $6,480 by cheque.

4
State the effect of the discount received

The $270 discount received is an income, so profit increases by $270; it also settles part of the debt, so trade payables decrease by $270.

Common Mistakes
1

Recording the trade discount. The trade discount is never entered in the journal or ledger — only the price after deducting it. Here, $7,200 is recorded, not $8,000.

2

Working out the cash discount on the list price. The cash discount is a % of the amount owed (after trade discount and any returns) — $6,750 here, not $8,000.

3

Treating discount received as an expense. From the buyer's side the discount is an income — the business gains by paying less than it owed.

Check Your Understanding
Which type of discount is never recorded in the ledger?
Reveal answerHide answer
The trade discount — only the price after deducting it is recorded.
A business owes a supplier $5,000 and pays early, taking a 2% cash discount. What is the discount received, and is it income or an expense?
Reveal answerHide answer
2% × $5,000 = $100. It is an income (Discount received).
State one difference between a trade discount and a cash discount.
Reveal answerHide answer
Purpose differs (bulk buying vs early payment) / basis differs (% of list price vs % of amount owed) / recording differs (never recorded vs always recorded) — accept any one.