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Add a discount to an invoice, estimate or sales receipt in QuickBooks Online

by Intuit•14• Updated 2 weeks ago

Learn how to discount invoices and sales receipts.

Want to give your favourite customer a discount? You can discount a percentage of an invoice, estimate, or sales receipt. If you have set discounts with fixed prices, we'll also show you how to add them as a line item on your form.

Prerequisites

Start by turning on discounts in your account settings. 

  1. Go to Settings Settings gear icon. and select Account and settings.
  2. Select the Sales tab.
  3. In the Sales form content section, select Edit ✎.
  4. Turn on Discount.
  5. Select Save and then select Done.

Note: If you turn off discounts while creating an invoice, it turns them off in your account settings as well.

Add a discount as a percentage of your subtotal

  1. Select + New.
  2. Select Invoice, Estimate, or Sales receipt.
  3. Fill out your invoice, estimate, or sales receipt.
  4. For the discount, select GBP £ for a flat discount or % for a percentage discount.
    Note: For Sales receipt, To record a discount, select Discount percent to enter the discount as a percentage. Or select Discount value to enter the discount as a specific amount.
  5. Enter the percentage or amount you want to discount in the discount field. 
  6. Select Save.

Instead of discounting the entire transaction, you can enter a discount as a specific item with a negative rate and a description. For example, if you have a Labour Day discount of GBP £ 50, you can add “Labour Day Discount” as a product or service, then enter a rate of -50. To reuse this discount later, select the item and then select + Add new.

Individual line-item discounts can only be used for whole amounts, not percentages.

Related links

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

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