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July 5, 2022
Question

How to add a discount to my invoice

  • July 5, 2022
  • 1 reply
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1 reply

MJoy_D
July 5, 2022

I can show you how to add a discount to your invoices that you can send to your customers, @giju74.

 

All you need to do is enable the discount setting if you want to apply a discount to your invoices. Once done, the subtotal of your invoice page will show the discount field. Either a percentage or a fixed amount can be set.

 

Follow the steps below:

 

  1. Go to the Gear icon () and select Account and Settings.
  2. Click the Sales tab and proceed to the Sales form content section.
  3. Turn on the Discount setting.
  4. Click on Save and then Done.

Once done, a discount field will show in the subtotal of your invoices page. Check the screenshot below:


If you'd like to add a discount to your invoices as a line item where you can include a description of what the discount is for, refer to the following article: Add a discount to an invoice or sales receipt in QuickBooks Online. It'll show you how to create a discount item from the Product and Services and how to add the discount item to your invoices.

 

Refer to the following article for information on how to record the payment in your account after creating the invoice, giving your clients a discount, and receiving their payment: Record invoice payments in QuickBooks Online.

 

Let me know in the Reply section below if you need further guidance on adding a discount to your invoices. I'm always here to help. Have a great rest of the day!