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marmathsen
February 4, 2025
Question

Am I doing discounts and credits wrong?

  • February 4, 2025
  • 2 replies
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If I create an invoice for labor and materials and also want to include a credit for materials returned, what is the correct way to do that?

 

If I include a line in the invoice for the credit, what item type should it be? I ask because if that line item is a "non-inventory part" with a negative dollar amount then it does something weird when I pull a "sales tax revenue" report. But if that line item is instead a "discount" item type with a negative dollar amount then the "sales tax revenue" report looks normal, but it doesn't correctly adjust my "sales by item" report.

 

See Example PDF attached.

    2 replies

    FishingForAnswers
    FishingForAnswers
    February 6, 2025

    Also interested in this question, if only to learn how the math on the non-inventory item is calculated. It almost looks like the invoice is apportioning the -$30.00 against several line items, perhaps as some kind of ratio, to accommodate the overall reduction in sales tax with respect to the amount paid.

    Rainflurry
    Rainflurry
    February 6, 2025

    @marmathsen 

     

    What account do you have assigned to the discount item?

     

    Does it still do this if you change the non-inventory part used for the discount to a quantity of -1 with a rate of $30.00, instead of a quantity of 1 (not shown on the invoice but QB assumed 1 based on the sales by Item Summary report) with a rate of -$30.00?  

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