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Level 1

Can anyone advise me? If i'm taking a payment off a customers account and they haven't gave me the pence amount how do I discount this at the time of entering receipt?

 
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QuickBooks Team

Can anyone advise me? If i'm taking a payment off a customers account and they haven't gave me the pence amount how do I discount this at the time of entering receipt?

You can create an item and add it to invoices or sales receipts, Carnarosssandand.

 

This process helps you add a discount item that will deduct from the transaction amount. I'm here to guide you.

 

First, let's create a service/non-inventory item. Here's how:

  1. Click the Gear icon.
  2. Go to Products and Services.
  3. Click New, and select either Service or Non-stock.
  4. Fill in the necessary fields.
  5. Select an account under Income account.
  6. Click Save and close.

Next, add the item to the invoice or sales receipt. Here's how:

  1. Click the New or Plus sign (+) button.
  2. Select either Invoice or Sales receipt.
  3. Fill in the necessary fields.
  4. Add the item you just created, then enter the discount amount as negative.
  5. Click Save and close

If you're creating an invoice, once your customer pays, you can go ahead and record the payment

 

Tag me if you have additional questions. I'll respond as soon as I can.