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Jaehoon Lee
Level 2

How can I add discount in Payment

I would like to add Discount amount in Payment.

 

I already using QuickBooks Desktop and Desktop has Discount field in Receive Payments.

 

Unfortunately QuickBooks Online's Reiceve Payment did not have discount field.

 

How can I add discount?

12 Comments 12
BettyJaneB
QuickBooks Team

How can I add discount in Payment

Hi there, @Jaehoon Lee.

 

In QuickBooks Online, you can only add a discount upon creating the sales transaction. The figures that will show up when receiving payment are the total amount of the entry. I can walk you through on how to make the discount field visible on your sales template.

 

You'll need to turn on the discount feature from the Accounts and Settings page so the discount option will show up on your sales transaction.

 

To do that:

  1. Click on the Gear icon at the top and press on Account and Settings
  2. Select the Sales tab on the menu.
  3. In the Sales form content section, hit the pencil ✏ icon to edit it.
  4. Enable the Discount button to turn it on.
  5. Then select Save and then Done

Once done, the discount option is now visible at the bottom of the sales transaction. Please see the sample snip attached for your reference: 

 

To learn more about applying discounts in QuickBooks Online, feel free to check out this article: Learn how to discount invoices and sales receipts.

 

I'll be around to assist you further if there's anything else that you need, @Jaehoon Lee. Have a lovely day!

Jaehoon Lee
Level 2

How can I add discount in Payment

Hi. when add discount to invoice, invoice amount will be changed.

 

I would like to stay invoice amount, there is no way for it?

FritzF
Moderator

How can I add discount in Payment

Thanks for getting back to us, @Jaehoon Lee.

 

In QuickBooks Online (QBO), adding a discount percentage or line item will automatically deduct the total amount of the invoice. The option to prevent this from happening is currently unavailable. For now, you can follow the steps shared by my colleague above as a workaround.

 

I can see how having this option would be helpful for you and will definitely take note of this. Our Product Developers are always looking for ideas to consider on how to improve QBO.

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Here's the link: https://quickbooks.intuit.com/blog/.

 

For more insights about applying discount percentage or line item in QBO, I suggest checking out this article: Add a discount to an invoice or sales receipt.

 

Please know that I'm only a few clicks away if you have any other concerns or questions. I'll be here to help. Have a good one!

lindabenson-intr
Level 1

How can I add discount in Payment

Having the discount applied at the time of creating the invoice makes no sense. It is a discount for early payment so until the payment is actually received no discount would be applied. I am hoping that this issue will be addressed for future use. It was a great feature on QB desktop so it is disappointing that it was not carried over to the online version.

Jen_D
Moderator

How can I add discount in Payment

Thanks for posting your concern about the Paid stamp on invoices in QuickBooks, .

 

Having the option to update the discount options in QuickBooks Desktop is a great idea. However, this option is not yet available for now.

 

We would love to hear your requests or suggestions for QuickBooks Desktop. To add your product suggestions to our developers about our invoice template preferences, go to the Help menu and select Send Feedback Online.

 

Please note that the product updates are handled by our developers internally. We can't provide the turnaround time if they will release additional preferences and enhancements. 

 

Reach out to back to me if you need further assistance while working with QuickBooks discounts. I'm always here to help. Have a great rest of the day.

9130356989110876
Level 1

How can I add discount in Payment

Hi Betty,

We recently shifted from Desktop to QB online and have the same concern that discounts cannot be applied while booking payments received.

Is the option available now as we do not want to change the invoice amount and need to adjust the discounts while receiving payments. 

It is such an important feature which was not carried over to QB online, it is strange that this query is not sorted even after 2 years now by QB online team

 

AlcaeusF
Moderator

How can I add discount in Payment

Hello there,

 

I'm glad to see you dropping by here in the Community space. Allow me to chime in and share information about creating discounts in QuickBooks Online.

 

I know how beneficial being able to navigate the program similarly to the Desktop version. The option to enter discounts directly in the payments is unavailable.

 

You'll need to make the changes on the invoice or sales receipt when using QuickBooks Online. Please know our product engineers continue to make improvements, and the option may be available in the future.

For now, I recommend sending feedback about entering discounts directly to our engineers. We also make changes and adjustments based on user feedback.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4. Hit Next to submit.

 

Also, QuickBooks provides tools to create personalized and professional-looking invoices, estimates, and sales receipts. Check out this link to learn how to customize the appearance and layout of sales forms in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Don't hesitate to reach out to the Community anytime you have questions or concerns about entering payments or discounts. The Community and I will be happy to help you some more. Keep safe.

sarahC18
Level 1

How can I add discount in Payment

Hi 

Has this feature now been added?   The online version has undergone so many transformations recently but why would this feature not be added?

 

It would be extremely helpful

 

Sarah

Ethel_A
QuickBooks Team

How can I add discount in Payment

Welcome to the Community, @sarahC18.

 

I am aware of the advantages for businesses like yours to add discount in receiving payment. I want QuickBooks Online (QBO) to have this feature as much as you do.

 

Currently, QBO can add discounts to invoices. You can edit the invoice to add discounts before receiving payment. However, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Gear icon and select Feedback.
  3. Type in your suggestion and click Next.

 

You can also read this article about recording invoice payments in QBO: Record invoice payments in QuickBooks Online.

 

Let me know if you require further assistance about receiving payment. I'm here to help anytime. Have a good one.

tsblc
Level 1

How can I add discount in Payment

Do what they said to get the Discount field to show up on the invoice. When you are issuing the invoice, leave the discount at 0% and your payment terms at whatever discount terms you want. Once you receive the payment within your payment terms, then you will receive the payment but it will show a remaining balance. You have to go back to the actual invoice and apply the discount percentage after the fact to make it show as fully paid. 

 

It is a lot of extra work for something so simple that should have been added to QBO a long time ago, but this is what I have to do to make it work. 

Jennygirl521
Level 1

How can I add discount in Payment

I second having this as an option. Not all customers pay a discount on each invoice so to set the discount up a head of time would not work and then adding it after the fact will mess with the monthly reconciliation that has already been done. A whole new entry would need to be done for the discount(s) received. Please set this option up for us folks that were used to having it before.

Thanks.

Aldren18
QuickBooks Team

How can I add discount in Payment

Thank you for sharing your feedback and concerns regarding the application of discounts on invoices, @Jennygirl521

 

I understand the importance of maintaining accurate records and reconciliation processes. 

 

To support your idea and help improve QuickBooks, please share your feedback directly with our software engineers. Your input is valuable in shaping future updates.

 

To provide your suggestion, follow these steps:

 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Gear icon and select Feedback.
  3. Type in your suggestion and click Next.

 

You can also read this article about recording invoice payments in QBO: Record invoice payments in QuickBooks Online.

 

Feel free to let me know if you need further assistance with receiving payment. I am always here to help. Have a great day!

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