Skip to main content
D
DeanoH
January 18, 2024
Question

How to create a percentage discount on a subtotal in Estimates

  • January 18, 2024
  • 1 reply
  • 0 views

I have create an estimate template where I want to offer discounts on certain items and not on others. I want this to be a percentage discount.

 

I have created a discount item and added it below the items I want to discount and then subtotal after. All well and good but I cannot make the discount to be a percentage just an amount. I want the discount item to calculate the percentage discount for all the items I want to discount not have to calculate it and add the amount.

 

Can anyone helpp

1 reply

G
GeorgiaC
January 18, 2024

Hi DeanoH, thanks for joining the Community 

 

The discount function (settings > sales > sales form content) can only be applied to the transaction overall, and not to individual item lines. With this, you'll see the option when creating a sales transaction to enter a discount as a percentage or value. 

 

From the workaround that you are applying, the amount would need to be entered as a minus figure on the item line and not as a percentage. 

 

If you'd like to submit feedback for further discount options, please consider posting your idea on QuickBooks Idea Exchange. We'll be reviewing all ideas submitted here, and if it gets to over 50 votes, we will review it with our Product team.

Terms & ConditionsAccessibility statement