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M
magnus1
July 6, 2020
Question

How do I allow discounts on certain items on my invoice?

  • July 6, 2020
  • 2 replies
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2 replies

MaryLurleenM
MaryLurleenM
July 6, 2020

You can create a discount item, magnus1.

 

This will let you add the discount when creating the invoice with discounted items.

  1. Click Gear icon and then Products and Services.
  2. Select New to create a new item.
  3. Select Non-inventory or Service for the type.
  4. Name the item Discount. If you want to create multiple discount items, give them unique names so they're easy to tell apart.
  5. In the Sales price/rate field, enter the discount as a negative amount.
  6. From the Income account drop-down menu, select the Discount given account. QuickBooks creates this account for you when you turn on the discount feature.
  7. Select Save and close.

Create

 

When it's time to create the invoice, on the first row you can select the item, then the next row will be for the discount item. Note that this discount item is on a fixed rate. Create multiple discount items if you need more.

 

Let me know if there's anything I can help you with.

M
magnus1Author
July 7, 2020

Hi Mary, 

 

Thanks for this. I was more referring to a % discount per item. 

 

I give a % discount on certain items when clients buy bulk on those items. See screenshot attached of the current accounting system I use. 

Jen_D
Jen_D
July 7, 2020

Thanks for the additional input, @magnus1,

 

It looks like you're using a different software for your invoices. Our forum can assist you with concerns about QuickBooks. In your case, you will need to contact your service provider so they can walk you through the steps on how to set up the discount per line item.

 

However, if you have a QuickBooks account, the option to apply discounts per line item is currently unavailable. There are two options to add a reduction to customers invoices. First is MaryLurleenM's step to add a service item.

 

The second one is turning on the Discount feature to apply bulk discount on sales. Here's how:

 

  1. Click the cogwheel icon then select Accounts and Settings.
  2. Tap the Sales menu then Sales form content.
  3. Mark the Discount checkbox then, hit Save and Done.

When processing the invoice, you will see a Discount field at the bottom of the transaction. See this:

 

See this article to learn more about this option in QBO: Add a discount to an invoice or sales receipt in QuickBooks Online

 

Let me know if you have other concerns with QuickBooks. I'll be right here to help anytime. Have a nice day!

Fiat Lux - ASIA
Fiat Lux - ASIA
July 8, 2020

@magnus1 

It seems you are not using QBO South Africa version

https://quickbooks.grsm.io/South-Africa

 

You may consider having a 3rd party inventory management app to integrate with QBO later. You can have multiple pricelists for your clients.

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