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kootenaytrafficc
Level 1

When reviecing a customer payment and I want to apply an early payment discount. how do i do this with online, desktop is easy

 
2 Comments 2
AddieC
QuickBooks Team

When reviecing a customer payment and I want to apply an early payment discount. how do i do this with online, desktop is easy

Hi there, 

 

Running your business with QuickBooks Online means that you'll save tons of time with your accounting tasks. It's great to hear you've made the switch from QuickBooks Desktop to Online. While the two programs are different, the most important bookkeeping tasks are available in both versions of QuickBooks. It's so important to be able to offer your customers a discount. I'll help shed some light on this for you. 


Providing your customers with an early payment discount is a great way to thank them. You can turn on the Discount feature quickly and easily, from the account's settings page. 

To turn on Discounts, follow these steps: 

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Click Sales tab.
  4. Click the pencil icon under Sales form content.
  5. Put a mark into the box next to Discount.
  6. Click Save and Done.

You'll now see an option to add a percent (%) or dollar amount ($) discount to your invoice if your customer has paid you before the due date. 

 

I hope this helps get you back on track. 

 

Take care.

JanaA
Level 1

When reviecing a customer payment and I want to apply an early payment discount. how do i do this with online, desktop is easy

This is just wrong. You should not be editing your original invoice. The early payment discount happens at the time of the customer payment, not on the original invoice date. QBO should have an option for an early payment discount on the Customer Payment screen, not the invoice screen. Same goes for charging your customers a credit card processing fee for example. This should also be on the customer payment screen as you don't know if you are going to charge it until you find out how your customer is paying. Please fix this.

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