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October 19, 2019
Question

How do I add a discounts tab to my invoices?

  • October 19, 2019
  • 1 reply
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1 reply

AddieC
October 21, 2019

Hi there, 


Thanks for reaching out to us here in the Community. I know how important flexibility is when using an accounting program. I'd be happy to explain the steps for adding a discount option on your invoices. 

 

If you're offering your customers a discount, you'll want this to be reflected on your invoices. The process for including this is simple.

 

1. Click the Gear icon

2. Click Account and Settings

3. Select the Sales tab. 

4. Click the pencil icon next to Sales Form Content

5. Put a check mark in the box next to Discount

6. Click Save and Done. 

 

If you're using an invoice temple, follow these steps: 

 

1. Click the Gear icon. 

2. Click Custom Form Styles

3. Select the invoice template, then click Edit

4. Click the Content tab, then click the pencil icon at the bottom of the invoice. 

5. Put a check mark in the box next to Discount

6. Click Done

 

That's all there is to it. I hope this helps you reach your goal today. If you have any other questions about Discounts and QuickBooks Online, feel free to comment below. 

Have a nice day.