Add a discount to an invoice or sales receipt in QuickBooks Online
by Intuit•73• Updated 3 months 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 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.
Your estimates or invoices will look different depending on whether you have the old or new estimate and invoice experience. Find out which experience you have. |
How you set up and apply discounts will vary depending on which experience of estimates and invoices you have.
For a better experience, open this article in QuickBooks Online. Launch side-by-side view .
Set up and add discounts with the new layout
With the new version of estimates and invoices, you can turn the discount setting on or off directly on your estimate or invoice. But, if you want to add a discount to a sales receipt, the process is a little different.
Add a discount to the subtotal on an invoice or estimate
- Select + New.
- Select Invoice or Estimate.
- Select ⚙ Manage to add a discount to the invoice or estimate.
- Select the Payment options ▼ dropdown.
- Turn on the Discount setting to add the discount field to your invoice or estimate.
- Fill out your invoice or estimate.
- For the discount, choose $ for a flat discount or % for a percentage discount.
- Select Save.
Set up and add discounts to sales receipts
For sales receipts, you'll need to make sure the discount setting is turned on globally.
Step 1: Turn on the discounts setting
- Select Settings ⚙ and then Account and settings.
- Select the Sales or Invoicing tab.
- In the Sales form content section, select Edit ✎.
- Turn on the Discount setting.
- Select Save and then Done.
Note: if you turn discounts off directly in an invoice or estimate, it turns it off in your global settings too.
Step 2: Apply a discount to a sales receipt
After you’ve turned on the discount setting, you can apply a discount as a percentage or as a dollar amount on a sales receipt.
- Select + New.
- Select Sales receipt.
- Fill out the form and add your products or services in the Product/Service column.
- To record a discount, select Discount percent to enter the discount as a percentage. Or select Discount value to enter the discount as a specific dollar amount.
- Enter the percentage or amount you want to discount in the discount field.
- To apply the discount to the total 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.
- Select Save.
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