cancel
Showing results for 
Search instead for 
Did you mean: 
Maverick2
Level 6

Column or field for early pay discount on customer statement

Quickbooks Desktop

Is there any way to put on a statement the early pay discount date?

 

Sneaky customers delay payments, then take the discount, then make themselves hard to contact when asking for the discount back!

1 Comment 1
JonpriL
Moderator

Column or field for early pay discount on customer statement

Hi there, @Maverick2.

 

I'm here to help share insights about customizing your statements and their template in QuickBooks Desktop.

 

As of the moment, there isn't an integrated way to include a column showing the discount when a payment is made early while customizing the estimate template. I'm also unable to provide the exact turnaround time as to when such a feature like this is added to the program.

 

For now, let's consider giving them a heads-up about the discount from you when a payment is made earlier on the scheduled date using the notes section of the statements.

 

While the said option is not yet available, I suggest getting in touch and letting our product developers know about your request by sending feedback. I'll show you how.

 

  1. Go to Help.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.
  4. Under Product Area, choose Customers & Sales.
  5. Enter a few words describing how you wanted to include the discount column on statements created in QuickBooks Desktop.
  6. Select Send Feedback.
  7. Click Close Window.

 

For now, I'm including this reference so you're able to use all the features and functions of QuickBooks: Help Articles in QuickBooks Desktop. Also, you're able to read subtopics that will describe how a feature is used and how to accomplish tasks related to its functions.

 

I've got you covered if you have other questions aside from customizing your statements and other sales transaction in QuickBooks. Use the Reply option below and don't forget to include my name, @JonpriL, so that I can get back here and offer a helping hand.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us