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N
nwicks
February 29, 2024
Question

Discount is not showing in new invoice format

  • February 29, 2024
  • 3 replies
  • 0 views

In the new invoice format

The Discount is not showing in the final pdf invoice - shows in pdf preview, but not in actual saved pdf.

Calculations etc. are correct

Discount enabled and enabled in global settings

same I think for shipping, I turned this on, but also not showing

3 replies

Candice C
Candice C
February 29, 2024

Hey there, @nwicks. 

 

Thanks for stopping by the Community with your question. 

 

To clarify, can you provide me with two pictures on the final and then the preview so that I can look them over? 

 

This will help me determine the next steps you need to take. I'll be waiting for your response! 

N
nwicksAuthor
February 29, 2024

First Image shows Invoice in edit mode - discount is shown correctly

Second Image shows final pdf with discount not shown as a line item - calculation is correct, but value is not shown

Third image shows pdf preview with discount shown, this is what the final pdf should look like

 

I'm sure if you try it for yourself you will see the same results

 

Thanks - Neil

 

 

Edit Mode

final pdf

 

pdf preview

  

M
MichaelaS
February 29, 2024

Thank you for getting back to us with a screenshot of your concern, @nwicks. Let me provide steps to help you manage invoice discounts in QuickBooks Online (QBO).

I've noticed you are using the modern template from the screenshot you provided. When utilizing this plate, please know that the discount will only show on the invoice creation page and PDF view. It will not be displayed on the printed form. 

As a workaround, you can use your old template instead and ensure the Discount box is checked. Let me show you the steps below:

 

  1. Go to the Left pane and select Sales.
  2. Click the Invoice you need. select Edit Invoice, and Choose the Manage gear.

  3. Go to the Design dropdown and select Manage on the Other template section.

  4. Under Custom form style, click the New tyles dropdown.Choose Invoice.

  5.  On the Design tab change the name of your template, then go to the Content tab. Highlight the discount box to reveal the check discount box option make sure it's mark check.

  6. Click Done. then go to the Invoice you choose. Click the Design dropdown. In the recommended template, select Remove Default.
  7. Ensure that the Other Template section sets the template you created.

  8. After clicking the Review and Send dropdown, choose Print and Download. 

 

After creating a custom template, you can now view the discount details in the printed PDF. I'll add this article for further guidance in managing discount invoices and sales receipts: Add a discount or Sales receipt in QuickBooks Online.

 

I've also attached this helpful article to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts.

 

That should keep you going today. Please let me know if you have further questions about QuickBooks Online concerns. Take care.

 

 

 

 

 

P
PMD_SD
May 18, 2024

Is there any timeline for when this feature will be fixed? I am also having the same issue where the itemized amounts need to match the final total on the invoice. It is also nice to have it formally acknowledged on the invoice that a discount was provided and how much it was. Right now the customer would have to do math to determine what kind of discount they received, which is not ideal.

 

Any chance for the modern template to be fixed instead of having people use clunky work-arounds?

 

Thanks

S
ShangY
May 18, 2024

Hello, @PMD_SD. 

 

I recognize the importance of having the discount amount  to show up in your customer's invoice in QuickBooks Online (QBO). I'll help you send a feedback to our product engineers so that they can include this feature to the next update. Here's how:

 

  1. In your QBO account, select Settings.
  2. Choose Feedback and enter your suggestions.
  3. Click on Next to submit feedback.

 

After you submit a feedback, you can refer to this article to learn more about how to update and personalize your invoices using the new template: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please don't hesitate to leave a comment below if you need help with the new features of the modern template. We're always here to help you. 

A
alcohol123
May 18, 2024

I have submitted feedback about this several times.

 

This is really frustrating.  At the end of this month I will import another 400 invoices and spend 4 to 5 hours clicking through EACH INVOICE to change to the custom invoice template I have.  Even though my custom template is set to be the default template for new invoices, imported invoices are created in the Quickbooks standard broken template.  

 

I really hope you have some way to raise the level of importance for this.  It should be a simple change and a quick hotfix to deploy this once a developer is made aware of it.  It will make my life so much easier.

A
alcohol123
June 29, 2024

This is still not fixed, please please please please please please please please fix it.

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