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Fellucca1
March 29, 2022
Question

Net Sales report

  • March 29, 2022
  • 7 replies
  • 49 views

How do I run a NET sales report that shows sales after discounts applied?

7 replies

JamaicaAQuickBooks Team
QuickBooks Team
March 29, 2022

Thank you for choosing QuickBooks Online as your partner, @Fellucca1. I’m here to assist you with pulling up a report specifically for your discounts concern.


We can start by going to the Reports menu. In the search bar, enter Sales by Product/Service Detail. You can pull up this report to see the total discount given to a product.


In the report’s header section, you can filter some information for this report. Let’s check the reporting period, as QuickBooks reports are generated based on the date you provide. Please make sure you set the correct date for the discounted transactions in question. Then, proceed to the steps below:

 

  1. At the upper-right, click Customize.
  2. Click the Filter, under the Product/Service drop-down and select Discount.
  3. Tap Run Report.

 

For an instance, let’s say, you made an invoice of $1,000 with the discount of 10%. This means the balance due for your customer is $900. To take a look of this, follow the steps above.

 

I’ve included some snippets below:

 

 

For more information about customizing reports in QuickBooks Online, check out this article. It includes a short video that’ll help you with running and personalizing reports.


If you’d like to save all the changes you’ve made, you can memorize your reports. Through this, you won’t have to go through the same process of customizing them.


You can always get back to me if you need further help with generating a report. I’ll be around to assist you. Keep safe.

Fellucca1Author
March 29, 2022

Thank you for your reply but there is not "Discount" options under the "Product/Service" custom filter.

ChristineJoieRQuickBooks Team
QuickBooks Team
March 29, 2022

It's nice to see you back in the thread, @Fellucca1. I'll show you how to include net sales after applying discounts in QuickBooks Online. 

 

Before we begin, you'll need to turn on discounts to add them to your invoice.

 

Here's how:

 

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Navigate to the Sales tab.
  4. Click the pencil icon under the sales form content.
  5. Put a mark in the box next to Discount.
  6. Click Save and Done.

 

Moving forward, here is the other way to run reports for the net sales in QuickBooks Online.

 

Here's how:

 

  1. From the Reports tab, click the Transaction List by Customer.
  2. Let's make sure to filter the exact date before clicking the Run Report button.
  3. Click the Filter under the Product/Service drop-down
  4. Then hit Run Report.

 

You'll notice the amount shown in the report is the net sales of the product or service. If you want to see the discount price, just click the invoice number for the detailed transaction made.

 

Additionally, feel free to read this article for more details: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

Hop in if you need more information about your sales receipts. I'll be there to support you always.

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