cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
EVPV
Level 1

Amount discounted after VAT and Total

Hi. My customers receive a grant thats discounted after the total of an estimate and invoice. I need to show a discounted amount after the total of these that a customer doesn't pay but i claim from the governement. How do i add this to my invoices and estimates please?

Solved
Best answer January 25, 2021

Accepted Solutions
JasroV
QuickBooks Team

Amount discounted after VAT and Total

Thanks for sharing a screenshot, @EVPV.

 

As of now, the option to move the discount after the VAT total is not available in QuickBooks Online (QBO). As work around, you can look for a third party app that lets you customise your invoice based on the information you need.

 

You can go to the Apps menu in your QBO account and look for a third-party app from there. 

 

Additionally, you can also import your own invoice and estimate template. This way, you’ll have the discount field after the VAT total. You can refer to this link that can guide you through the process: Import custom form styles for invoices or estimates.

 

Let me know if you any other concerns or questions about personalising your estimates and invoices. I’ll be around to help and back you up. Have a good one and keep safe. 

View solution in original post

4 REPLIES 4
EmmaM
QuickBooks Team

Amount discounted after VAT and Total

Hello EVPV, you can add a discount box, to do this go to the cog in the top right>account and settings>sales>sales form content>discount.

EVPV
Level 1

Amount discounted after VAT and Total

Thanks Emma. I have that discount on but in need it post total not pre total. I want it at the very end of an estimate or invoice as its a grant that i claim for a customer but need to show it on my estimating and invoicing. The £350 discount i give to customers that i have to claim doesn't work pre-total due to VAT calculations for some reason.

EVPV
Level 1

Amount discounted after VAT and Total

Please see attached screenshot. I need the deduction/discount after VAT total.

JasroV
QuickBooks Team

Amount discounted after VAT and Total

Thanks for sharing a screenshot, @EVPV.

 

As of now, the option to move the discount after the VAT total is not available in QuickBooks Online (QBO). As work around, you can look for a third party app that lets you customise your invoice based on the information you need.

 

You can go to the Apps menu in your QBO account and look for a third-party app from there. 

 

Additionally, you can also import your own invoice and estimate template. This way, you’ll have the discount field after the VAT total. You can refer to this link that can guide you through the process: Import custom form styles for invoices or estimates.

 

Let me know if you any other concerns or questions about personalising your estimates and invoices. I’ll be around to help and back you up. Have a good one and keep safe. 

Need to get in touch?

Contact us