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How do i add a discount line to an invoice

How do i add a discount line to an invoice

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Best answer 03-11-2019

Accepted Solutions
QuickBooks Team

Hello, triumphbookkeepe! I can definitely help you add a...

Hello, triumphbookkeepe!

I can definitely help you add a discount line item into your invoice.

All you have to do is follow these steps:

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

If you're using an invoice template, you can edit the template by following the steps below:

  1. Click the Gear icon.
  2. Select Custom Form Styles.
  3. Select the invoice template, and click Edit.
  4. Click the Content tab, and then click the pencil icon at the bottom of the invoice.
  5. Put a check mark into the box next to Discount.
  6. Click Done.

You'll see some screenshots underneath that will walk you through these steps. You can also look at this article for further details: Discounts as line items on invoices

I'm here if you have any more questions about adding a discount line item; feel free to comment down below. Thanks!

View solution in original post

8 Comments
QuickBooks Team

Hello, triumphbookkeepe! I can definitely help you add a...

Hello, triumphbookkeepe!

I can definitely help you add a discount line item into your invoice.

All you have to do is follow these steps:

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

If you're using an invoice template, you can edit the template by following the steps below:

  1. Click the Gear icon.
  2. Select Custom Form Styles.
  3. Select the invoice template, and click Edit.
  4. Click the Content tab, and then click the pencil icon at the bottom of the invoice.
  5. Put a check mark into the box next to Discount.
  6. Click Done.

You'll see some screenshots underneath that will walk you through these steps. You can also look at this article for further details: Discounts as line items on invoices

I'm here if you have any more questions about adding a discount line item; feel free to comment down below. Thanks!

View solution in original post

Not applicable

Re: Hello, triumphbookkeepe! I can definitely help you add a...

Those instructions help you to discount the entire invoice, but what if you just want to discount one line on an invoice, not the entire invoice...or what if two different lines on the same invoice have different discount amounts (discount one 50% and another line only 20%)? How do you do that on the same invoice?

jeo
Not applicable

Re: Hello, triumphbookkeepe! I can definitely help you add a...

I really need to do this too. 

My accounts are completely inaccurate, almost useless, because I have to give discounts on almost everything in my industry. Currently the only way to do a discount is as it's own line item or on the subtotal. It's a feature that really needs to be added, for what we pay for this software it should be included. 

Frequent Explorer **

Re: Hello, triumphbookkeepe! I can definitely help you add a...

Can anyone give an equivalent set of instructions to accomplish this with Quickbooks 2019 for mac (the desktop product that is)? I'm not seeing it anywhere in preferences, which one would guess is the equivalent of "the gear icon" in whatever version these instructions are written for.

 

any chance of helping on the mac side?

 

Thanks!

QuickBooks Team

Re: Hello, triumphbookkeepe! I can definitely help you add a...

Thanks for joining us here, wmldwilly.

 

I'll share the steps that are for the Mac version. First, create the Discount item. Here's how:

 

  1. Go to the Lists menu, then select Items.
  2. Click New.
  3. Select Discount and enter all other details. 
  4. Click Save.

You can also add the item right from the invoice itself. Just select a line, then enter the name of the discount . Then, click Set Up whenever asked if you to set it up. For more information about setting up items in QuickBooks Desktop or Mac, please see open this support article: Add, Edit, And Delete Items.

 

Then, follow the steps in this article on how to add the item on your invoice template: Use And Customize Form Templates.

 

Visit us again in the Community if you have other questions.

Frequent Explorer **

Re: Hello, triumphbookkeepe! I can definitely help you add a...

Aha!  Thank you for that.  I've been using quickbooks for mac for SOOO long (from quickbooks 1.0 long ago, thru the dark dead products time when I was forced to switch to the PC version, then back to the mac version we have these days!), I guess what I've done having ages ago entered a normal service item that I simply named "- Discount" and always enter negative dollar values with on invoices is effectively the same thing, but this "discount" type of item is probably specifically designed to deduct from and not add to totals?

 

I've been having a discussion in another thread about discounts and invoices and the more complex relationship between them that we really need in this product, such as an actual discount column one can activate on invoices to allow the user to apply discounts to each line item as needed to better tailor the tracking of actual revenue (this is especially important dare I say critical for business that do most of their invoicing for rentals and not sales...) each line item on an invoice is generating for a business after such a column is leveraged in reporting.

 

Thanks for the suggestion, and I wonder how many years ago this discount item came along and how long I haven't noticed it! :)

QuickBooks Team

Re: Hello, triumphbookkeepe! I can definitely help you add a...

Hi again,  wmldwilly.

 

Our engineers have been constantly adding new features and improving the ones you already have. 

 

You're also right. The Discount item is specifically designed to deduct from the total amount.  The steps you've been doing is also correct. Although, you need to make sure to enter a negative amount. 

 

I'll also share your additional feedback about adding a discount column with our engineers. They'll be able to take a look at this and check if they can add it in the upcoming updates.

 

Visit us again anytime you have other questions.

 

Frequent Explorer **

Re: Hello, triumphbookkeepe! I can definitely help you add a...

I so regret choosing QBO over Desktop.  It wouldn't  be so bad if they didn't make the process to convert so painful.