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hazelphotography
Level 1

How do i add discount on an invoice under quick books self employed package?

 
1 Comment 1
LauraAB
QuickBooks Team

How do i add discount on an invoice under quick books self employed package?

Hey there hazelphotography,

 

I can see how QuickBooks Self-Employed would be an easy-to-use solution for tracking invoicing with clients of a photography business. I'm glad that you've come across our software for managing your transactions and am here to help with the features in the program. I'll go over invoice discounts in this version of the software.

 

QuickBooks Self-Employed is designed to keep things as simple as possible. The invoicing and expensing features provide the basics of these functions so that you can record your transactions. At this time, there isn't a built-in discounting option, but here is a solution you can consider.

 

For this option, what you'd do is add another line to the invoice, label it Discount, and then attribute a negative number to it. It'd look something like this.

 

 

For my test, I had a $150 charge and gave my customer a 10% discount. I manually noted in the description that it's a 10% discount, then entered the negative dollar figure in the Amount field. To make sure that the sales tax is calculated on the full $150 charge, I turned off the sales tax calculation for the discount amount.

 

All it takes to do this is add the first line, click Add to invoice, then select Add work to add another line. Pretty simple, right?

 

If you're not sure if this is the right path for you, I recommend consulting an accountant just to be sure. You can also leave feedback for our product development team to share your interest in a discount feature if you'd like one. This helps us as we continue to grow and evolve the software. These are the steps to submit feedback.

  1. Select the Assistant feature.
  2. Type and enter "feedback" into the Assistant chat.
  3. Follow the prompts to leave feedback.

This doesn't start a chat with the product team, but your comments are forwarded to them for consideration through our system. You're welcome to use this option whenever you have an idea to share with us!

 

I hope you have a great week. :)

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