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I am trying to set up our invoice template with two payment levels, one that is the total of all the items on the invoice and another that calculates a percentage discount for wholesale customers that pay via Bank Transfer versus a credit card. The same is true for our customers that we have granted terms to - want to have one total due that is the amount due within 30 days and then a second field that calculates a percentage discount if they pay early. I cannot find any way to add a field that calculates a reduced rate. Even if I do a manual calculation, I can't find a way to manually populate a data field in an invoice. Any ideas?
Hello there, @SodicoUS.
At this time, adding two (2) total amounts in one (1) invoice is unavailable in QuickBooks.
However, you can create a discount item to apply it to your invoice. It could be a percentage or a fixed amount. Let me guide you how.
Next, here's how to add them on an invoice:
For additional resources, check out these articles:
Fill me in if you have further questions. I'm always around if you need any help.
You can calculate an early-payment (or other) discount and include it on the invoice with a 3rd party add-on such as FormCalc SST for QuickBooks or CCRQInvoice (Google to find them).
In fact, if you go to the following page of FormCalc SST's Web site, and scroll down to "Tutorials and Examples", you'll find two articles about "Calculating a customer discount on an invoice": https://bit.ly/2VOYUMb
It should be easy to adapt those examples to other kinds of discount calculations and messages, as well.
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