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December 19, 2019
Question

How to add a different discount to each line in an invoice

  • December 19, 2019
  • 1 reply
  • 0 views

Hello,

 

I need to add a discount to each line in an invoice. I know there is an option to add a general discount to the full invoice but it does not really work out for me. I am running QuickBooks 4.0.9. (the desktop app). 

 

I found this post: https://quickbooks.intuit.com/learn-support/en-ca/sales-and-invoicing/how-do-i-add-a-discount-line-to-an-invoice/01/261066#M69 . They explain how to go about it in QuickBooks desktop but I cannot really find the items they mention in the desktop application I have. 

 

Any help would be greatly appreciated.

 

Thanks

1 reply

AddieC
December 19, 2019

Hello, 

 

Offering discounts to your customers is a great business idea, and it can really help you generate excitement about your services! QuickBooks Online lets you add discounts to your overall invoice, as you've learned from the article you've sent, but there's a workaround you can use to add a discount to your line items individually. I'll explain how to do that.

 

If you give set discounts for set amounts, create a new product item that you can add to invoices or sales receipts.

 

Step 1: Create a discount item

  1. Select Settings ⚙ and then Products and Services.
  2. Select New to create a new item.
  3. Select Non-inventory or Service for the type.
  4. Name the item Discount. If you want to create multiple discount items, give them unique names so they're easy to tell apart.
  5. In the Sales price/rate field, enter the discount as a negative amount. Keep in mind, this is a dollar amount and not a percentage.
  6. From the Income account drop-down menu, select the Discount given account. QuickBooks creates this account for you when you turn on the discount feature.
  7. From the Sales tax category drop-down menu, select Nontaxable.
  8. When you’re done, select Save and close.

Step 2: Add the discount to an invoice or sales receipt

  1. Select the + New button.
  2. Select Invoice or Sales receipt.
  3. Add products and services. Then fill out the rest of the form.
  4. Add the Discount item you just created. You can adjust the discount if you need to, just make sure it's a negative amount.
  5. When you’re ready, select Save and send or Save and new.

That's all there is to it. So simple! 

 

I hope this helps get you back on track. 

 

Have a great day.

nukakAuthor
December 19, 2019

Thank you 

 

 

 

 

AddieC
December 19, 2019

Wilmar, 

 

I see what you're saying. Actually, it's even more simple than that! While you can create your discount item with a value of -1$, you can adjust the discount if you need to on the invoice, just make sure it's a negative amount. You'll have to do the manual calculation for how many dollars is equal to your 5% and 10% amounts.

 

Let me know if I can clarify further for you. 

Cheers!