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M
ML_hpm
December 26, 2023
Question

Automatically add Early Payment Discount on Customer Payment Receipts

  • December 26, 2023
  • 1 reply
  • 0 views

Is there a way to automatically add early payment discount on customer payment receipts? I currently go on Customers -> Receive Payments . Then for every invoice, I have to individually select the invoice number, hit "Discounts and Credits" and hit OK to have quickbooks calculate it. Is there anyway, to automatically do this step when I just click the arrow key? 

 

The issue I have is that I process about 20 invoices at a time and it's repetitive. Unfortunately, I have some invoices that are  % 10, Net 30 and some that are Net 30 for this particular client.

 

Any input to reduce these steps are greatly appreciated.

1 reply

S
SheandL
December 26, 2023

Hello there, Ml_hmp.

 

I understand the benefits of automatically adding early payment discounts to your customer's payment receipts. In the meantime, I suggest sending request to our product engineering team so they can consider adding it to future updates. Here's how:

 

  1. In the top navigation panel, choose Help.
  2. Click Send Feedback Online, then select Product Suggestion.
  3. A pop-up window will display, and you can now write a summary of your feedback. 
  4. After that, you can now hit Send Feedback. 

 

If you want to edit the items in the list, you can reference this article for the detailed steps: Add, edit, and delete items.

 

Don't hesitate to leave a comment below if you have other questions regarding adding an automatic payment discount. We're always here to help.

M
MHO_dk
April 19, 2024

I submitted this as a feedback request. Maybe if enough people request it, they will add it as an option. 

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