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.
- Select Invoices from the left menu.
- Click Create invoice.
- Enter the customer information as needed.
- Click Add line under the Description heading to add your first line to the invoice.
- Select Add to invoice.
- Repeat steps 4 and 5 for other items or services charged to the customer.
- Select Add line again.
- In the Description section, give it a name like Discount. (Note: You can be more specific if you'd like.)
- Make sure to toggle off Sales Tax to prevent the program from counting sales tax on the discount amount too.
- Enter the discounts as a negative dollar figure in the Amount column. (Example: -50)
- Select Add to invoice.
- 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.
- Select the Assistant tool.
- Type and enter talk to human.
- Follow the prompts.
I hope that helps! Have a great day. :)