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Level 1

Add a line to an bundled invoice that is a credit amount

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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Best answer November 13, 2020

Best Answers
Level 1

Add a line to an bundled invoice that is a credit amount

Hi

 
I followed the steps you gave me.  When I add a new line to my bundled invoice and click on click and save I can see it listed.  However, when I go to Pledge and enter and invoice using the bundled name, the new line does not show up.  I would prefer to have the new line in my bundled invoice without having to add it to each new invoice.  I have about 50 pledges to do and it would save time if the credit line was already there.

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3 Comments
QuickBooks Team

Add a line to an bundled invoice that is a credit amount

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:

 

  1. Go to the Sales tab, and then select Product and Services.
  2. Click the New button.
  3. Choose either Non-inventory or Service, and then give it a unique name.
  4. In the Income account field, select Discount given.
  5. Choose Non-Taxable under the Sales tax category drop-down.
  6. For the Sales price/rate, you can add a negative fixed value so it will automatically populate on your invoice once you select the item. You can also leave it blank so you can manually enter the desired amount on your invoice.
  7. Click Save and close.

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:

 

  • Ctrl+ Shift + N for Google Chrome A63.PNG .
  • Ctrl + Shift + P for Mozilla Firefox A64.PNG and Microsoft Edge A65.PNG .
  • Command + Shift + N for Safari A66.PNG .

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.

 

If you wish to personalize your invoices, you can customize them. When you're ready, you can send them in bulk to make your task easy and more efficient.

 

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.

Level 1

Add a line to an bundled invoice that is a credit amount

Hi

 
I followed the steps you gave me.  When I add a new line to my bundled invoice and click on click and save I can see it listed.  However, when I go to Pledge and enter and invoice using the bundled name, the new line does not show up.  I would prefer to have the new line in my bundled invoice without having to add it to each new invoice.  I have about 50 pledges to do and it would save time if the credit line was already there.

View solution in original post

QuickBooks Team

Add a line to an bundled invoice that is a credit amount

Hi @DarleenL,

 

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. 

 

Here's how:

 

  1. Open the invoice you wish to duplicate. 
  2. Click the More menu at the bottom.
  3. Select Copy.

 

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. 

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