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Level 1

Can an invoice be revised to included a discount? When I use the discount button the amount shows up in balance due instead of 0.00 balance due. thanks

 
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Moderator

Can an invoice be revised to included a discount? When I use the discount button the amount shows up in balance due instead of 0.00 balance due. thanks

Hello @contact61,

 

You can utilize the discount function depending on the status of your invoice. If it's not yet paid, you turn it on from the Gear and enter the discount amount.

  1. Go to Sales.
  2. Select Invoices.
  3. Find and open the unpaid invoice.
  4. Click the Gear icon.
  5. Put a checkmark on Total discount to turn on the discount function.
  6. On the Discount menu, select Discount value.
  7. Enter the discount amount.
  8. Click Save and close.

But if your invoices are closed and paid already, you'll want to delete and recreate the invoice, including the payment, to utilize the discount function. You can read this article to learn more: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

I'm adding a reference here for steps in case you wanted to customize your invoice template.

 

I'll be here if you need more help. Thanks!

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