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gmills1
Level 1

How do I configure an invoice to show different levels of discount on each of three items?

 
2 REPLIES 2
AlcaeusF
Moderator

How do I configure an invoice to show different levels of discount on each of three items?

Hello gmills1,

 

I'm glad to see you dropping by here in the Community. I can assist you with creating discounts in QuickBooks Online.

 

Right now, the ability to create a line by line discount for the three items on an invoice is unavailable. As a workaround, you can create a discount item from the Products & Service section and add a separate subtotal on each one you create.

 

Create a Discount account by following these steps:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Chart of Accounts.
  3. Click New.
  4. Below Account Type, select Income.
  5. Below Detail Type, select Discounts/Refunds Given.
  6. Enter a name for the discount.
  7. Click Save and Close.

 

Once done, please proceed with creating discount item. Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Products and Services.
  3. Click New.
  4. Select Non-stock or Service.
  5. Enter a name (example: Discount).
  6. Below Sales price/rate, enter the discount in a negative amount.
  7. Below Income account, select the Discount account.
  8. Remove the check mark next to Inclusive of tax.

 

Lastly, we can create the invoice and apply discounts to each item:

 

  1. Click the Plus sign in the upper-right corner.
  2. Select Invoice.
  3. Select a customer.
  4. Below the Product/Service column, add the item.
  5. On the second line, add the Discount item.
  6. Click the Add subtotal button.
  7. Repeat the same steps for the second and third item.
  8. Click Save and close.

I'm adding some sample screenshots for your visual guide:

 

 

 

In case you want to give a discount to customers who pay their invoices early, I'm attaching the article I recommend on this:

 

Set up a discount for early payment.

 

As always, let me know if you need further help with adding discounts on an invoice. I'll keep an eye out on your response.

gmills1
Level 1

How do I configure an invoice to show different levels of discount on each of three items?

Thank you - it's very much appreciated

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