Skip to main content
December 29, 2019
Question

Creating new estimate, I need to give discount on each item, for example item number 1 10% discount, item number 2 15% discount. How can I do this?

  • December 29, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

Rustler
December 29, 2019

QBO does not have a line item discount in the US versions, easiest thing is to manually change the item sales price

waleed3Author
December 29, 2019

Thank you for the advise

IamjuViel
December 29, 2019

Let me share additional information, @waleed3.

 

You can consider using a discount service item to apply a discount to one or more items on the invoice. To do that, you'll need to create a discount service item first before applying it on the invoice. Once created, you can manually calculate the discount amount based on the percentage. 

 

  1. Go to the Gear icon.
  2. Select Products and Services.
  3. At the top right, select New.
  4. Choose Service for Products/Services type, then complete the information needed.
    • In the Name field, enter Discount. If you plan to create multiple discount percentages, you can enter the percentage and Discount for the name (Example: 10% Discount).
    • In the Sales price/rate field, enter the discount amount as a negative. (You can manually calculate the discount amount based on the percentage promo)
    • From the Income account drop-down, select Discounts given account.
    • In the Sales tax category section, it depends on your state if sales tax is calculated after discounts are applied then mark the discount line taxable.
  5. Click Save and close.

Once done, you can now use the Discount item on an estimate. Here's how:

  1. Click the Plus (+) icon.
  2. Select Estimate.
  3. Choose the appropriate customer.
  4. Add the product and services, then enter the total amount of the item.
  5. Select the Discount item on the next line.
  6. Click Save and close.

You can always leave your comments below if you have other questions. I'm always here to help.

waleed3Author
December 29, 2019

Thank you for the advise

 

This way you have mention is not suitable to my business, I have different items and different levels of discount, moreover this seems for me not professional as I paid for this application in the purpose to create estimates in professional way

 

Thanks in advance

March 16, 2022

I agree that it is terrible. The most professional way that I've found to work around this (PC version) is to enter the item and quantity as I normally would. Then right below it, I enter the same item but in the QTY I enter a negative number. This doesn't help for percentages, but if you do a Buy 2 Get 1 Free type of situation, enter a Qty of 3 on the first line and enter a Qty of -1 on the next.