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sonelyb
Level 1

How do i add discounts to the invoice

 
1 Comment 1
LauraAB
QuickBooks Team

How do i add discounts to the invoice

Hello sonelyb,

 

Welcome to the QuickBooks Community! QuickBooks Self-Employed is a great option for entrepreneurs that keeps things super simple when it comes to managing your books. I'll be happy to help you with adding a discount to your invoices.

 

Because of it's simple nature, QuickBooks Self-Employed doesn't have a built-in inventory and service section or specific settings to turn on a discount option on an invoice. All items on an invoice are added by inserting a new line. Likewise, You can add a discount line to your invoice in a similar way. Here's how you can do so when logged in via browser.

  1. Select Invoices from the left menu.
  2. Click Create invoice.
  3. Enter the customer information as needed.
  4. Click Add line under the Description heading to add your first line to the invoice.
  5. Select Add to invoice.
  6. Repeat steps 4 and 5 for other items or services charged to the customer.
  7. Select Add line again.
  8. In the Description section, give it a name like Discount. (Note: You can be more specific if you'd like.)
  9. Make sure to toggle off Sales Tax to prevent the program from counting sales tax on the discount amount too.
  10. Enter the discounts as a negative dollar figure in the Amount column. (Example: -50)
  11. Select Add to invoice.
  12. Select Send invoice when it's complete.

To go over any of these steps one-on-one with support and to learn more about how this might impact your books, follow these steps.

  1. Select the Assistant tool.
  2. Type and enter talk to human.
  3. Follow the prompts.

I hope that helps! Have a great day. :)

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