We are running QuickBooks Enterprise 2018. We have a large volume customer to whom we have offered a discount of 5% of their monthly purchases exceeding $10,000. We have calculated the first monthly discount and created a Credit memo for that amount. The customer has now paid the shorted amount, but we have no way of applying the credit memo since it doesn’t relate to a specific invoice. Is there a way to apply this volume discount? I’m beginning to think we’d be better off having them pay in full and issuing them a monthly check for their discount. Has anyone been able to make this work?
As promised I wrote a post on this subject. It will post tomorrow. Here is a sneak peek at the video. The video is on QBO but the post will actually show a pic of the transaction in your program, QuickBooks Enterprise Solutions.
I hope that helps you out. If you need more help, feel free to reach out to me. I am more than happy to help you.