Solved
I want to create invoice for a customer for more services, and I need to enter discount that we are giving to the customer for one service. I have turned on the discount feature in the invoice, but it reflects the total invoice amount, but I need to distinguish which service is discounted. Is there an option for that?
You are correct, usernatasha.
The Discount feature can only be applied to the whole transaction. Here's a link for reference about it: Add a discount to an invoice or sales receipt in QuickBooks Online.
As an alternative, we can manually create a discount item that we can use to indicate the discounted item. Here's how to do it:
Create a discount account
- Click Accounting on the left menu and go to the Chart of Accounts tab.
- Click the New button and select Income in the Account Type field.
- Select Discounts/Refunds Given in the Detail Type field.
- Enter the Name and click Save and Close.
Create a discount item
- Click Sales on the left menu and go to the Products and Services tab.
- Click the New button and select Non-inventory or Service.
- Enter the Name and go to the Description section.
- Select the discount account in the Income account field.
- Click Save and Close.
We can now add it to the invoice as one of the line items. Here's how:
- Open the invoice you want to add the discount item.
- Add the discount item and enter the Description if necessary.
- Enter the amount as negative.
- Click Save and close.
Currently, that is the only workaround that I can think of. You can create as many discount items if necessary.
Keep us posted if you have additional queries regarding this matter. Have a great day!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
