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DaveGoodwin
Level 1

How can I put different discounts on different elements in an invoice?

A customer has 2 children A and B. A does 4 classes and gets a 20 % discount on the fees. B does 2 classes and gets no discount. Only students doing more than 3 classes get a discount. The family is invoiced for the sum of As and Bs fees. I suppose there is no programming interface I can plug into.
Solved
Best answer April 21, 2020

Accepted Solutions
MariaSoledadG
QuickBooks Team

How can I put different discounts on different elements in an invoice?

Hi, DaveGoodwin,

 

You'll want to turn on the feature and create discounts on the Product and Services page. Then, add them to your invoice by choosing the correct discount. Let me guide you with the steps.

 

To turn on the discount feature:

  1. Click the Gear icon, then Account and Settings.
  2. Select the Sales tab on the menu.
  3. In the Sales form content section, select the pencil icon to edit it.
  4. Select the Discount checkbox to turn it on.
  5. Click Save and then Done.

To create a discount item:

  1. Click the Gear icon, then Products and Services.
  2. Click New to create a new item.
  3. Select Non-inventory or Service for the type.
  4. Name the item Discount.
  5. In the Sales price/rate field, enter the discount as a negative amount. Keep in mind, this is a dollar amount and not a percentage.
  6. From the Income account drop-down menu, select the Discount given account. QuickBooks creates this account for you when you turn on the discount feature.
  7. From the Sales tax category drop-down menu, select Nontaxable.
  8. Click Save and close.

To add the discount to an invoice:

  1. Click + New.
  2. Select Invoice.
  3. Add products and services. Then fill out the rest of the form.
  4. Add the Discount item you just created. You can adjust the discount if you need to, just make sure it's a negative amount.
  5. Click Save and close.

You can also record invoice payments in several ways. For future reference, please check this article for more information: How to Record Invoice Payments in QuickBooks Online.

 

Let us know if there's anything else that you'd like us to help. We're always right here to assist you anytime.

View solution in original post

3 REPLIES 3
MariaSoledadG
QuickBooks Team

How can I put different discounts on different elements in an invoice?

Hi, DaveGoodwin,

 

You'll want to turn on the feature and create discounts on the Product and Services page. Then, add them to your invoice by choosing the correct discount. Let me guide you with the steps.

 

To turn on the discount feature:

  1. Click the Gear icon, then Account and Settings.
  2. Select the Sales tab on the menu.
  3. In the Sales form content section, select the pencil icon to edit it.
  4. Select the Discount checkbox to turn it on.
  5. Click Save and then Done.

To create a discount item:

  1. Click the Gear icon, then Products and Services.
  2. Click New to create a new item.
  3. Select Non-inventory or Service for the type.
  4. Name the item Discount.
  5. In the Sales price/rate field, enter the discount as a negative amount. Keep in mind, this is a dollar amount and not a percentage.
  6. From the Income account drop-down menu, select the Discount given account. QuickBooks creates this account for you when you turn on the discount feature.
  7. From the Sales tax category drop-down menu, select Nontaxable.
  8. Click Save and close.

To add the discount to an invoice:

  1. Click + New.
  2. Select Invoice.
  3. Add products and services. Then fill out the rest of the form.
  4. Add the Discount item you just created. You can adjust the discount if you need to, just make sure it's a negative amount.
  5. Click Save and close.

You can also record invoice payments in several ways. For future reference, please check this article for more information: How to Record Invoice Payments in QuickBooks Online.

 

Let us know if there's anything else that you'd like us to help. We're always right here to assist you anytime.

PCarrington
Level 1

How can I put different discounts on different elements in an invoice?

Line item discounting is available in the Indian marketplace in QBO. See link below, when is it coming to the UK? I'm looking to switch from Sage and this is the only thing QBO is currently missing to allow an effective switch.

 

https://quickbooks.intuit.com/learn-support/en-in/manage-customers-and-income/discount-by-line-item-...

ChristieAnn
QuickBooks Team

How can I put different discounts on different elements in an invoice?

Hi there, PCarrington.

 

For now, we aren't able to give the specific time frame on when this line item discount will available in QuickBooks Online UK. 

 

The information provided above is the only option to create a discount item.

 

I suggest visiting our QuickBooks Blog to know about the latest news and updates from QuickBooks Online.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.


 

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