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Level 1

Does anyone know if you can apply 2 different percentage discounts to seperate groups of products on the 1 invoice within Quickbooks?

 
5 Comments
QuickBooks Team

Re: Does anyone know if you can apply 2 different percentage discounts to seperate groups of prod...

You can create a Bundle with discount. info168.

 

You'll want to set up two different discounts and create a bundle with the products and the discount. This way, the discount will be deducted on the specific products included on the bundle, not on the total amount. Here's how to create a discount:

  1. Go to the Gear icon and select Products and Services.
  2. Select New and choose Non-inventory or Service.
  3. Enter Discount on the Name field (you can enter your own name for the discount).
  4. On the Sales price/rate field, enter the discount amount as a negative.
  5. From the Income account drop-down, select Discounts given account.
  6. Make sure the Is Taxable is not checked.
  7. Select Save and close.

 

 

Then, repeat the same process for the second discount. Once done, it's time to create a Bundle. 

  1. Select New and choose Bundle.
  2. Enter a bundle name.
  3. From the Product/Service section, select the product/s and the discount you've created.
  4. Hit Save and close.

 

Do the same process to create another bundle for the second item and discount. The final step is to add them on the invoice. Create an invoice, under Product/Service, search the bundle item you've created.

 

Invoice.PNG

 

That's it! If you do have other questions, please feel free to reach back out. Have a great one!

Level 15

Re: Does anyone know if you can apply 2 different percentage discounts to seperate groups of products on the 1 invoice within Quickbooks?

@AlexV 

 

The OP asked about a percentage discount, the discount you explained is a flat rate discount

 

and using a bundle item implies you know what is being sold

 

@info168 

 

QBO does not have a percentage discount item like desktop does, so you have to use a work around

 

and for what you are asking you have to be using the airy template (as I understand it that is the only template which allows for a sub total - that could have changed so check on it)

 

create a service item named discount and link it to the sales income discount account, set the rate on the item to the decimal number for the percentage discount you want to offer. iie 25% would be 0.25 (you can create as many as you need for the different discount rates)

 

On the invoice list the items to be discounted, then the sub total item, then use the discount item and enter the AMOUNT to be discounted as the qty

 

do that again for the next group of items to be discounted

Level 1

Re: Does anyone know if you can apply 2 different percentage discounts to seperate groups of products on the 1 invoice within Quickbooks?

thanks so much - I will have a go at doing this in next few days - not sure what an 'airy template' is but will try to work it out - also am wondering if you know how to set up an invoicing arrangement that allows me to have a head office type customer (that gets an invoice & subsequent monthly statement) & a store (that also gets a copy of an invoice). many thanks, Tim

Level 1

Re: Does anyone know if you can apply 2 different percentage discounts to seperate groups of prod...

thanks so much - will look into it & come back if I have any more questions - many thanks Tim

Level 15

Re: Does anyone know if you can apply 2 different percentage discounts to seperate groups of products on the 1 invoice within Quickbooks?

Ariry is the name of a template style in customize forms

 

all you can do is send multiple copies of the invoice. you can try putting two email address in the send to block, some have success some seem to have problems, I have no idea why the difference