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Raynorshine
Level 1

Would love to be able to set discount structure to individual account customers. Percentage discount. Would come in handy when billing.

 
3 Comments 3
Kevin_C
QuickBooks Team

Would love to be able to set discount structure to individual account customers. Percentage discount. Would come in handy when billing.

Good day to you, @Raynorshine. I've got the steps on how you can add a discount percentage to your sales forms in QuickBooks Online (QBO).

 

QBO has the option to add discounts to your sales forms. You have two options for adding a discount to your sales form: either as a line item or as a percentage or value added to the subtotal.

 

Let's first enable the discount setting to proceed:

 

  1. Go to Settings ⚙ and then Account and settings.
  2. Select the Sales tab.
  3. In the Sales form content section, select the pencil ✏ icon.
  4. Turn on the Discount setting.
  5. Click Save and then Done.

 

After that, you’ll see the discount field below the subtotal on estimates, invoices, or sales receipts. Let me show you how to apply a discount to the subtotal on your sales forms:

 

  1. Click the + New button, then select InvoiceQuote, or Sales receipt.
  2. Add your products or services in the Product/Service column. 
  3. Select Discount percent to enter the discount as a percentage or Discount value to enter the discount as a fixed amount.
  4. Enter the percentage or amount you want to discount in the discount field.
  5. Once finished, select Save and send or Save and close.

 

Meanwhile, if you want to add a discount as a line item on your sales forms, then you can follow the steps outlined in this article: Add a discount to an invoice or sales receipt.

 

Additionally, you can personalise the appearance by adding specific info that matters most to your business to your sales forms. Feel free to check out this article to learn more about the process: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

I'm just a post away if you have any other concerns besides adding a discount to your sales forms in QBO. Have a great day ahead!

Raynorshine
Level 1

Would love to be able to set discount structure to individual account customers. Percentage discount. Would come in handy when billing.

Thank you @Kevin_C 

 

This is easily enough done however i would like to have a discount structure preset in our customer details so when we create an invoice or quote, it is automatically set on their account.

 

We have multiple people use QBO so we want to ensure that the discounts are pre-set in accounts.  We also have different discounts applied for different customers.  With pre-filling this, would make life a lot easier if possible and would not be missed in a transaction.

Cheers

IntuitAika
Intuit

Would love to be able to set discount structure to individual account customers. Percentage discount. Would come in handy when billing.

Hi Raynorshine,

 

Thank you for your response. I can see how beneficial this feature would be for you and your business. However, there isn't a way to automatically add a discount on a customer's profile. I'll submit some feedback to our Product Developers so they can consider this in one of the upcoming releases for the system. They take the time to review every request and try to add them to the next available updates. 

 

Although there isn't a way for you to do this in your QuickBooks Online account, you do have an option to add the discount manually as shared by my colleague @Kevin_C

 

Feel free to post again if you need any help, Raynorshine. Have a great day!