posted
Best answer June 10, 2019
Solved
Accepted Solutions
It's nice to see you here today, @communityoil,
I am here to share additional information about customising the invoice format in QuickBooks Online UK.
I agree with Rustler. We currently do not have an option to add a custom field to calculate how much your client saved for a sale. You may follow the workaround he provided to input the information directly on the Description column.
However, if you're referring to adding discounts to the invoice, you may set it up as a Service item. Here's how:
- Select the Gear icon and choose Products and Services.
- Click the New button.
- Tap on Service.
- Input all the information of the discount item.
- Hit Save and Close.
Once done, you can enter the item to the sales transaction then add a negative amount. This way it deducts to the total amount due for the customer. Please see screenshot:
That should do it. Please let me know if you have other questions about QuickBooks. I'll be more than glad to help you out. Have a great day!
It's nice to see you here today, @communityoil,
I am here to share additional information about customising the invoice format in QuickBooks Online UK.
I agree with Rustler. We currently do not have an option to add a custom field to calculate how much your client saved for a sale. You may follow the workaround he provided to input the information directly on the Description column.
However, if you're referring to adding discounts to the invoice, you may set it up as a Service item. Here's how:
- Select the Gear icon and choose Products and Services.
- Click the New button.
- Tap on Service.
- Input all the information of the discount item.
- Hit Save and Close.
Once done, you can enter the item to the sales transaction then add a negative amount. This way it deducts to the total amount due for the customer. Please see screenshot:
That should do it. Please let me know if you have other questions about QuickBooks. I'll be more than glad to help you out. Have a great day!