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J
Jaehoon Lee
October 20, 2020
Question

How can I add discount in Payment

  • October 20, 2020
  • 2 replies
  • 0 views

I would like to add Discount amount in Payment.

 

I already using QuickBooks Desktop and Desktop has Discount field in Receive Payments.

 

Unfortunately QuickBooks Online's Reiceve Payment did not have discount field.

 

How can I add discount?

2 replies

BettyJaneB
BettyJaneB
October 20, 2020

Hi there, @Jaehoon Lee.

 

In QuickBooks Online, you can only add a discount upon creating the sales transaction. The figures that will show up when receiving payment are the total amount of the entry. I can walk you through on how to make the discount field visible on your sales template.

 

You'll need to turn on the discount feature from the Accounts and Settings page so the discount option will show up on your sales transaction.

 

To do that:

  1. Click on the Gear icon at the top and press on Account and Settings. 
  2. Select the Sales tab on the menu.
  3. In the Sales form content section, hit the pencil ✏ icon to edit it.
  4. Enable the Discount button to turn it on.
  5. Then select Save and then Done. 

Once done, the discount option is now visible at the bottom of the sales transaction. Please see the sample snip attached for your reference: 

 

To learn more about applying discounts in QuickBooks Online, feel free to check out this article: Learn how to discount invoices and sales receipts.

 

I'll be around to assist you further if there's anything else that you need, @Jaehoon Lee. Have a lovely day!

J
Jaehoon LeeAuthor
October 23, 2020

Hi. when add discount to invoice, invoice amount will be changed.

 

I would like to stay invoice amount, there is no way for it?

AlcaeusF
AlcaeusF
October 23, 2020

Thanks for getting back to us, @Jaehoon Lee.

 

In QuickBooks Online (QBO), adding a discount percentage or line item will automatically deduct the total amount of the invoice. The option to prevent this from happening is currently unavailable. For now, you can follow the steps shared by my colleague above as a workaround.

 

I can see how having this option would be helpful for you and will definitely take note of this. Our Product Developers are always looking for ideas to consider on how to improve QBO.

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Here's the link: https://quickbooks.intuit.com/blog/.

 

For more insights about applying discount percentage or line item in QBO, I suggest checking out this article: Add a discount to an invoice or sales receipt.

 

Please know that I'm only a few clicks away if you have any other concerns or questions. I'll be here to help. Have a good one!

A
Aldren18
March 22, 2024

Thank you for sharing your feedback and concerns regarding the application of discounts on invoices, @Jennygirl521. 

 

I understand the importance of maintaining accurate records and reconciliation processes. 

 

To support your idea and help improve QuickBooks, please share your feedback directly with our software engineers. Your input is valuable in shaping future updates.

 

To provide your suggestion, follow these steps:

 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Gear icon and select Feedback.
  3. Type in your suggestion and click Next.

 

You can also read this article about recording invoice payments in QBO: Record invoice payments in QuickBooks Online.

 

Feel free to let me know if you need further assistance with receiving payment. I am always here to help. Have a great day!

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