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Level 1

How to automatically apply a discount to an invoice if the customer pays within the discount timeframe?

I am testing the invoice feature in QB Online and I have a question for you. Is there a way that QB will automatically apply a discount to an invoice if the customer pays within the discount timeframe?

 

For example, our invoices are due upon receipt and we offer a 5% discount if they pay via credit card or ACH within 5 days.

 

I created a test invoice in QB offering a discount like that but when I click on the "pay invoice" button, it shows the full amount due. I know that the customer can change the amount of their payment but it would be nice if the discount was automatically applied if they are within the discount timeframe.

 

Thanks

1 Comment
Moderator

How to automatically apply a discount to an invoice if the customer pays within the discount timeframe?

I understand the importance of automating the discounts when the customers pay within the time-frame, xenaranda.

 

With the older updates of QuickBooks Online, we can set up the invoice terms to automatically apply discounts when you receive customer payments earlier than the due date. 

 

Now that we have a separate Discount feature, discounts should now be applied on the invoices or sales receipts manually. You can refer to this link for more information: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

I'll take note of your feedback regarding the importance of the feature. You can always visit the QuickBooks Blog and the Product Updates pages to see what's new within the program.

 

We'll be right here if you need anything else regarding the discounts and invoices.

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