I would like to add a line to one of my bundled invoices in Quickbooks Online. The line I want to add is a credit amount. Can I do this? I have tried and I am able to add a new line but after I save and close and go back to look at my bundled invoice, the credit line is not there. I dont want to a credit memo as I have several of them to do. This would be the easiest way.
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Yes, you can, @DarleenL.
I can share steps to ensure you can add a credit or discount amount to your bundled invoices.
First, you can manually create a service or non-inventory line item with a negative amount, and then apply it to your invoice. Here's how:
Once done, select the said item in your invoice, and then enter a negative amount if you haven't set one. Then, you'll see the said amount once you click Save and close or Save and new button on the invoice page.
If you want to know how to apply a discount to an invoice as a whole, you can refer to this article for the detailed steps: Add a discount to an invoice in QuickBooks Online.
In case you're still unable to do the said task, I suggest logging in to your account using a private window/incognito. This is to rule out the possibility of a browser-related issue due to stored cache. You can use the shortcut keys below to access one:
Then, perform the said task again. If it works this time, please clear your browser's cache to remove the piled up files that cause unusual QuickBooks Online responses. If the issue persists, you can use another supported browser instead.
Once you receive the payments from your customers, you can record them to ensure the accuracy of your records.
You can always get back to me if you have additional questions about this. I'd be happy to share a couple of solutions for you. Have a nice day.
Thank you for your prompt reply. I understand what you want to do, and I can assist you with it.
You have the option to Copy any given invoice. The system will then create a duplicate of that invoice.
You may then edit the fields on the duplicate invoice if it's for a different customer. Feel free to add or remove the line items as necessary, as well. You can repeat this process as many times as you need too.
Refer to the screenshot below as a reference. You'll see a message that an invoice is a duplicate if you go through this process.
I'll share this article with you as well: How to create a recurring invoice and manage recurring transactions. If you send out invoices to the same customers regularly, refer to the article for the steps. It allows the system to automatically generate the invoices you need at an interval you want.
Let me know if you have other questions. Leave a post below, and I'll get back to you as soon as I can.