Customer Specific Discount

I'm glad you made it here, AnAlarmCompany.

Discounts are manually added to your transaction in QuickBooks Online (QBO). For your Customer A who spent  £1000 yearly, you'll need to add the five percent discount on the Discount percent field on his invoice. The same goes for Customer B.

Let's first enable the Discount feature on your Account and Settings. I'll show you how to do it:

1. Go to the Gear icon and then Account and Settings.
2. Select the Sales tab on the menu.
3. In the Sales form content section, select the pencil icon to edit it.
4. Select the Discount checkbox to turn it on.
   
5. Then click Save and then Done. 

Once done, you can apply it to a specific customer's invoice. To do that:

1. Go to the +New icon.
2. Choose Invoice.
3. Enter the necessary information including Customer name, Items, and Discount value.
   
4. Click Save and close.

Here's a complete guide about the process of adding discounts in QBO: Add a discount to an invoice or sales receipt in QuickBooks Online.

You can pull up the Transaction List by Customer report to review the discounts added on invoices. Take note that you still need to click the invoice to see the discount.

I'll guide you how.

1. Go to Reports.
2. Type in Transaction List by Customer in the search field and click on it to open.
3. Click on Customize.
4. Set the date under Report period.
5. Go to Rows/Columns and click on Change columns.
6. Mark to select the Sent checkbox.
7. Under Filter, choose Invoice from the Transaction Type drop-down arrow.
8. Click on Run report.

I'm here if you have any more questions. Feel free to comment down below. Have a good one.