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Frequent Explorer *

Customizing invoices

Is there a way to set up an invoice so that only one portion has a discount applied to it?

For example the client sells lumber, they have it dried and deliver it. They only want the 1% discount applied to the lumber portion of the invoice not the drying or deliver. Is there a way to set this up on the invoice so that it is properly calculated? No help from QBO support after an hour on the phone or trying to research and figure it out on my own.

Solved
Best answer 08-15-2019

Accepted Solutions
Moderator

Re: Customizing invoices

Thanks for a prompt response, rjones061112.

 

You need to manually calculate the discount first before you can enter the amount. You can also add the "1% of 150" into the Description field as an indication.

 

Please see screenshot for reference:

 

Let me know if you have other concerns.

View solution in original post

4 Comments
Moderator

Re: Customizing invoices

Yes, there is, rjones061112.

 

You just need to create a discount item, then apply it to your invoice or receipt.

 

Here's how:

  1. Select the Gear icon at the top.
  2. Under Lists, select Product and Services.
  3. Click New button at the top right.
  4. Select Non- inventory or Service for Products/Services type.
  5. In the name field, type in Discount.
  6. In the Sales price/rate field, enter the discount as a negative amount.
  7. Select the Discounts given account from the Income account drop-down.
  8. Make sure Is Taxable is unchecked.
  9. Select Save and close.

Once done, use the discount item on an invoice or sales receipt. Here are the steps:

 

  1. Click the Plus icon at the top.
  2. Under Customers, select Invoice.
  3. Select the customer.
  4. Add the product and services.
  5. Enter the discount item you created.
  6. Then, click Save.

I've attached screenshot for reference:

 

Feel free to get back to me if you need more help. I'll be sure to help.

Frequent Explorer *

Re: Customizing invoices

Thank you so much. But the discount is 1% not 1 cent. Is there a way for it to calculate it off of the top line? Or is the client going to have to do the calculation and insert it on the line as a negative?

Moderator

Re: Customizing invoices

Thanks for a prompt response, rjones061112.

 

You need to manually calculate the discount first before you can enter the amount. You can also add the "1% of 150" into the Description field as an indication.

 

Please see screenshot for reference:

 

Let me know if you have other concerns.

View solution in original post

Frequent Explorer *

Re: Customizing invoices

Thank you so much for your time and quick responses. I hope this will do what the client is hoping.

 

Have a wonderful day!

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