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Dec 20, 2020 1:15 PM UTC
Solved

Line item Discounts

Hello

 

could someone pl explain how to apply Discounts in a monthly invoice at line level. 

Thanks in advance. 

JenoP
JenoPAnswer
Dec 20, 2020 3:05 PM UTC

Good day, NEEL_SAPIENT.

 

You can use sub-total so you can apply a discount per line item. Here's how:

 

  1. Go to the List menu and select Item List.
  2. Press CTRL + N altogether in your keyboard.
  3. Select Subtotal for Type.
  4. Enter all other details.
  5. Click OK.

Then, create a discount item if you haven't set it up yet. Just press Ctrl + N again and select Discount. 

 

After putting all items in the invoice, add the subtotal first before the discount. The, add more items you need in the transaction. 

 

You'll also want to take a look at this article in case you want to customize your sales forms in QuicBooks: Use And Customize Form Templates.

 

The Community is always here if you need anything else.

 

 

7 replies

JenoP
JenoPAnswer
Dec 20, 2020 3:05 PM UTC

Good day, NEEL_SAPIENT.

 

You can use sub-total so you can apply a discount per line item. Here's how:

 

  1. Go to the List menu and select Item List.
  2. Press CTRL + N altogether in your keyboard.
  3. Select Subtotal for Type.
  4. Enter all other details.
  5. Click OK.

Then, create a discount item if you haven't set it up yet. Just press Ctrl + N again and select Discount. 

 

After putting all items in the invoice, add the subtotal first before the discount. The, add more items you need in the transaction. 

 

You'll also want to take a look at this article in case you want to customize your sales forms in QuicBooks: Use And Customize Form Templates.

 

The Community is always here if you need anything else.

 

 

Dec 23, 2020 5:12 AM UTC

Thanks much. It works.