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A
AHC_1962
September 28, 2022
Question

Removing discounts in customer payment area

  • September 28, 2022
  • 1 reply
  • 0 views

Hello,

 

When reviewing my customer open balances noticed discounts. Vendor paid statement in full, not sure how the discounts got there. When trying to remove them, it only lowers the amount. How do I fix or un-apply discounts on statement charges/payments?

1 reply

J
JamesM4
September 28, 2022

Hi there,

 

Welcome to the Community. I'll be happy to help share more info so you're on the right track with achieving your goals. QuickBooks is a versatile program that helps you manage your transactions with ease. 

 

Based on what you've described, in order to remove the discount option you'd need to turn off the feature from your settings using the steps below:

 

  1. Click  Settings ⚙ > Account and Settings.
  2. Select the Sales tab.
  3. In the Sales form content section, click on the pencil ✏ icon.
  4. Turn off the Discount setting
  5. Hit Save and then Done.

Doing this will remove the discount feature from your Forms. Give this a try and let me know how you make out. I'll be one message away in case you need anything else. 

A
AHC_1962Author
September 28, 2022

Hi,

Thanks for your reply, however I forgot to mention I use desktop instead of online version of QB. So how do I remove it from the payment area? Don't know how it got there.

J
JamesM4
September 29, 2022

I see what you're saying. Here's a helpful article that shows you how to remove the discount item on your end. I encourage you to go through the article and let me know if you have other questions. I'll be one message away in case you need anything ese. 

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