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Add a discount to an invoice, estimate or sales receipt in QuickBooks Online
by Intuit•118• Updated 5 days ago
Learn how to discount invoices and sales receipts.
Want to give your favorite customer a discount? You can discount a percentage of an invoice, estimate, or sales receipt. If you have set discounts with fixed prices, we'll also show you how to add them as a line item on your form.
If you'd like to make it easy for your customers to pay an invoice online, check out QuickBooks Payments rates and apply.
For a better experience, open this article in QuickBooks Online. Launch side-by-side view .
Prerequisites
Start by turning on discounts in your account settings.
- Select Settings ⚙ and then Account and settings (Take me there).
- Select the Sales tab.
- In the Sales form content section, select Edit ✎.
- Turn on Discount.
- Select Save and then Done.
Note: If you turn off discounts while creating an invoice, it turns them off in your account settings as well.
Add a discount as a percentage of your subtotal
- Select + New.
- Select Invoice, Estimate, or Sales receipt..
- Fill out your invoice, estimate, or sales receipt.
- Optional: To apply a discount before sales tax is calculated, select the double arrow icon next to the discount field. This switches the order of the tax and discount fields.
- For the discount, choose $ for a flat discount or % for a percentage discount.
- Enter the percentage or amount you want to discount in the discount field.
- Select Save.
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