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post_modern_fun-porium
September 25, 2024
Question

automatic discount by payment type

  • September 25, 2024
  • 1 reply
  • 0 views

I would like to offer customers a 2% discount when paying their invoice with a specific method, ACH. And this needs to be applied automatically, when ACH payment is chosen by the customer at the time of payment. 
Is this possible? 
Thanks,

1 reply

L
LeizylM
September 26, 2024

Setting up a discount percentage specifically for ACH payments is unavailable in QuickBooks Online (QBO), post_modern. As a workaround, you can manually apply the discount to the invoice.

 

Here's how to add a discount to the subtotal on an invoice:

 

  1. Click + New and select Invoice.
  2. Select Manage and click Edit default setting to add a discount to the invoice. 
  3. Click on the dropdown for Payment options ▼.
  4. Activate the Discount setting to add the discount field to your invoice or estimate.
  5. Complete the invoice form.
  6. For the discount, choose $ for a flat discount or % for a percentage discount. 
  7. Select Save.

 

 You can refer to this link for more information: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

I can see how having this option to automatically add discounts would be beneficial to your business.  I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

You can also track feature requests through the Customer Feedback for QuickBooks Online website.

 

For additional reference, visit this article to learn how to receive and categorize invoice payments: Record invoice payments in QuickBooks Online.

 

I'm always prepared if you have more questions or concerns about adding discounts in QBO. Kindly leave a comment below, and I'll promptly lend a hand.

P
post_modern_fun-poriumAuthor
September 26, 2024

Thanks for the info, that's a bummer that it isn't a feature right now. 

In terms of a solution, doing it manually on an invoice by invoice basis is not acceptable.

Working the problem from the opposite angle, is it possible to *automatically* add a fee if someone chooses to pay their invoice by credit card?

MsNorthPND18
MsNorthPND18
September 26, 2024

Hi there,

 

I’ll guide you through the steps to add a bank fee in QuickBooks Online (QBO).

 

In QBO, automatically applying a fee for customers who opt to pay their invoices with a credit card is not an option. However, you can manually include it as a line item when processing the invoice.

 

First, let's create a dedicated service item for the fee. This will allow you to include it along with a detailed description of your invoices. Here's how:

 

  1. Go to the Gear icon.
  2. Select Products & services.
  3. Click New, then choose Service.
  4. Enter the name of the fee item.
  5. From the Category dropdown, select the category that best describes the fee.
  6. Fill out the rest of the fields.
  7. Select Save and Close.

 

Once done, check this article for more details to learn how to add service fees to invoices, check out this article below: Manually add service fees to invoices in QuickBooks Online.

 

In addition, feel free to read these articles to learn how to personalize your sales forms and enter customer payments in QuickBooks Online: 

 

 

If you have any further questions or issues regarding your QuickBooks account or handling your customer invoices, feel free to reach out. I'm here to help you.

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