Solved

How do i add a discount line to an invoice

Forum|Forum|7 years ago
March 12, 2019
4 replies
0 views

QuickBooks Online

Best answer by ShiellaGraceA

Hello, triumphbookkeepe!

I can definitely help you add a discount line item into your invoice.

All you have to do is follow these steps:

Click the Gear icon.
Select Account and Settings.
Click Sales tab.
Click the pencil icon under Sales form content.
Put a mark into the box next to Discount.
Click Save and Done.

If you're using an invoice template, you can edit the template by following the steps below:

Click the Gear icon.
Select Custom Form Styles.
Select the invoice template, and click Edit.
Click the Content tab, and then click the pencil icon at the bottom of the invoice.
Put a check mark into the box next to Discount.
Click Done.

You'll see some screenshots underneath that will walk you through these steps. You can also look at this article for further details: Discounts as line items on invoices

I'm here if you have any more questions about adding a discount line item; feel free to comment down below. Thanks!

S

ShiellaGraceAAnswer

Hello, triumphbookkeepe!

I can definitely help you add a discount line item into your invoice.

All you have to do is follow these steps:

Click the Gear icon.
Select Account and Settings.
Click Sales tab.
Click the pencil icon under Sales form content.
Put a mark into the box next to Discount.
Click Save and Done.

If you're using an invoice template, you can edit the template by following the steps below:

Click the Gear icon.
Select Custom Form Styles.
Select the invoice template, and click Edit.
Click the Content tab, and then click the pencil icon at the bottom of the invoice.
Put a check mark into the box next to Discount.
Click Done.

You'll see some screenshots underneath that will walk you through these steps. You can also look at this article for further details: Discounts as line items on invoices

I'm here if you have any more questions about adding a discount line item; feel free to comment down below. Thanks!

J

josephine11

Those instructions help you to discount the entire invoice, but what if you just want to discount one line on an invoice, not the entire invoice...or what if two different lines on the same invoice have different discount amounts (discount one 50% and another line only 20%)? How do you do that on the same invoice?

J

jeo

I really need to do this too.

My accounts are completely inaccurate, almost useless, because I have to give discounts on almost everything in my industry. Currently the only way to do a discount is as it's own line item or on the subtotal. It's a feature that really needs to be added, for what we pay for this software it should be included.

J

jpatonsmith

I need to add a fixed deduction after the tax and total, see this modified screen capture. How can I do this?

J

JamesM

Hi jpatonsmith. Thanks for reaching out to the Community. I'll be glad to share more information about adding custom invoices to your invoice. At this time, there isn't an option to add a Deduction field which you can enter an amount that'll automatically get deducted/added to the total. However, with QuickBooks, you can add a custom field which shows on the invoice screen and on the printed invoice. By adding a custom field, you'll have to manually calculate the deduction amount from the total. Here's an article which shows you how to add a custom field: How to add custom fields to invoices.

Let me know if you have more questions by commenting below. I'm here to help.

N

nain040903

can qb desktop made this type templet

L

LauraAB

Hello nain040903,

Welcome to this thread about using discounts in QuickBooks. Making sure you have the right setup to properly discount your customers is key, and I'd be happy to review how it's done for QuickBooks Desktop.

In QuickBooks Desktop, there isn't a way to add or configure the discount option on a template, like in QuickBooks Online, however, it's definitely still possible to set up and use discounts for your customers in the program. I've gone over the steps previously in this thread, but I'll link you directly to them here for ease of access: steps to work with discount items in QuickBooks Desktop. Give those steps a read and let me know if you'd like any clarification about my steps given.

If you're meaning you're looking for an option for setting different price points for different customers, I recommend taking a peek at Price Levels for QuickBooks Desktop Pro and Premier or Price Rules for QuickBooks Enterprise. They're similar features. It's just that Enterprise's Price Rules provides more customization options. This article gives an overview of both: Use Advanced Pricing

I hope this has been helpful, but please feel free to share more details about what you're looking to do if what I've mentioned doesn't quite answer your question. I'm here to help!

N

nain040903

how i add discount line by line or by item wise ...need discount coloumn