How to credit Customer with a Discount after Invoicing?

Hi HAM9000_8,

There's a way to affect your discount account. Simply create a non-stock item and assign your discount account in the Income account field, as shown in the screenshot below. That way, your credit note will post to that account when you use the discount item in it.

If you need more with your discount, please don't hesitate to go back to this thread. Enjoy your weekend!

@JessT : Thanks for your reply. That may be fine but probably as a last resort. I am not sure if what you suggest would be correct. Given it seems how QBO is designed, I believe one would have to, in such cases, do a Credit Note for the entire item and then do a fresh invoice.

Second question: How can we get a discount field in every line item under Products/Services? Currently there is one Discount field in the bottom.

Hi there, HAM9000_8.

I appreciate you for sharing your thoughts about adding a discount on every item created in QuickBooks.

For now, there's currently no feature to add a discount field in every line item. I see how this option would be helpful for you and your business. 

We are looking for ideas to improve QuickBooks Online. With that, I would suggest checking our blog website in your free time. From there, you'll be informed if adding the discount field in every line item will be included as one of the release features in the Online product.

And, yes, you're right that creating a service item is fine for the discounted rate. Then, manually add it as a line item on the customer's invoice or credit note. In your case, you may assign your discount account in the Income account field by creating a non-stock item, as suggested by my colleague JessT.

If you have other questions, please post them. I'll make sure to provide you the information you'll have to know. I hope you're good. Stay healthy!