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accentondesign
Level 1

Can I set up a discount for family and friends?

 
1 Comment 1
JessT
Moderator

Can I set up a discount for family and friends?

Discount would be a great thing to have, accentondesign! Yes, you can definitely set up one for your relatives and friends.

 

You can create a discount item and you can add it to your invoice or sales receipt. I'll be glad to walk you through the steps.

  1. Click the Gear icon and choose Products and Services.
  2. Select New and choose Non-inventory or Service for Products/Services type, then complete the information needed.
  3. In the Name field, enter Discount.
  4. In the Sales price/rate field, enter the discount amount as a negative. You can modify this when you add the item to your invoice.
  5. From the Income account drop-down, select the Discounts given account or select the one you like.
  6. Make sure the Is Taxable box is not checked.
  7. Select Save and close.

Add this item to your invoice, and that will do it. You can also check out this article for additional reference: Discount as line item on invoices and sales receipts.

 

If there's anything that I can help, feel free to add a comment below.

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