Can Quickbooks Online allow me to apply payment to invoice with multiple adjustments to various expense discount ledgers?

Hi usermaria.raco,

Welcome to the QuickBooks Community! I'm thrilled to see that you're using QuickBooks Online to manage your books and that you're able to offer discounts to your customers. I know being able to account for them correctly is vital, and I'm happy to go over how the software handles discounting with your customers.

QuickBooks Online handles discounting at the invoice level and not when receiving the payment for the invoice. The Receive Payments window gives you the opportunity to select the invoice the customer is payment and direct the program where to deposit those funds, but there isn't the opportunity to add a discount line there. Rather, you'll want to tackle that on the invoice.

There are a few ways to handle discounts: using the built-in discount feature, manually creating a discount item, or price rules. I'll leave you with this article about Price Rules to see if they're a good fit for you, and I'll go over the other two options below: Set price rules in QuickBooks Online

The built-in discount feature is easily configured in your account settings and adds a field to the subtotal area of your invoice where you can choose to enter either a dollar value or percentage-based discount. Here's how to turn that on.

1. Select the Gear icon.
2. Choose Account and settings.
3. Click Sales in the settings menu.
4. Click the Sales form content section to edit.
5. Toggle the option for Discount.
6. Click Save.

Now you'll see the discount field whenever you're creating an invoice for your customer. Don't worry, the field only shows on the copy to your customer if the field has been used.

It sounds like you may be looking to apply various kinds of discounts to a single invoice, however. If the two features above don't do the trick, even when paired together, you can consider manually creating an item or multiple items in your Products and Services section of the program, then adding that item as a negative amount on the invoice with a zero percent sales tax code to ensure things are calculating correctly. In this instances, you could use the Out of scope sales tax code, which can be used for situations where sales tax doesn't apply.

Check out this article for guidance on setting up a product or service: Add product and service items to QuickBooks Online. If you're not quite sure how to set it up to track as you need, I recommend working with an accountant to find the best method for you. That way, you can be certain your transactions are recording properly and your books balance.

Take advantage of the My Accountant tab if you'd like to work with a professional right in QuickBooks Online. That tab has a field you can use to invite your accountant as a user to your account via email or you can use the Find a pro to help button if you don't already have an accountant you're working with.

I hope this has helped outline the options for you. Feel free to share any feedback you have with our product development team using these steps: How do I submit feedback?

Take care!