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Hi mhsales-live-ca,
I'm glad to see you here! QuickBooks Online has the versatility you need to enter a discount on your invoices or sales receipts. I'd be happy to help!
You can add a discount by an amount or a percentage. Here's how;
1. Open Settings ⚙ and then Account and Settings
2. Select the Sales tab
3. In the Sales form content section, click on the Edit ✎
4. Turn on the Discount
5. Hit Save and then Done
The discount option will display in the subtotal of your sales forms. However, the customer won't see it unless you enter a discount amount or percentage. You'll be able to add the discount to the subtotal of your sales as a percentage or amount, or you can add it as a line item so you can include a description. Adding it as a line item will only allow you to apply whole amounts rather than a percentage. Here's a helpful guide for your reference, to assist with creating a discount item and adding it to your sales form.
If you would like additional assistance, please don't hesitate to contact us. Your success is our number one priority and we'd love to help!
Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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If you have any other questions, feel free to reach out. We're here for you!
We are using Quickbooks Enterprise - how do I add discounts to invoices? I would like to add the discount by line item, as the same invoice can have different discount amounts, by percent.
Hello Sdfpa46. I'll be happy to steer you in the right direction so you can apply discounts to invoices in QuickBooks. In order to do this, I recommend checking out this helpful article here as it outlines the necessary steps required to accomplish your goal. Feel free to ask other questions, I'll be a message away.
How we can add a column of discount and advance tax on purchases in bills?
Hello Atta76. Thanks for chiming in on this thread. Are you using QuickBooks Online, Desktop, or Self-Employed?
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