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vanessaoutland-g
Level 1

Can you please help? I'd like to add a coupon that I can select and apply to my invoices. Does anyone know how to do this?

 
2 Comments 2
AlcaeusF
Moderator

Can you please help? I'd like to add a coupon that I can select and apply to my invoices. Does anyone know how to do this?

Hello @vanessaoutland-g,

 

Thank you for posting here in the Community. I'd be glad to help you add and apply a coupon to an invoice in QuickBooks.

 

Currently, a direct way to add coupons is unavailable. As a workaround, you can add them as items into the invoice.

 

I recommend you use the Service category. You can enter a negative amount to decrease the invoice total.

 

Here's how:

 

  1. Click the + New option in the upper-left corner.
  2. Select Invoice under Customers.
  3. Add your customer.
  4. Enter the necessary information for the invoice.
  5. Include another line for coupon by creating a Service type item. 
  6. Add a negative amount. 
  7. Hit Save and close.

 

Also, you might want to check out the Discount feature. It allows users to add discounts as a line item or subtotal. Here's the link: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

I've attached an article you can visit to personalize sales forms, like changing the appearance and layouts in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to hit that Reply button if you have additional questions about adding coupons or entering invoices. Have a great day.

vanessaoutland-g
Level 1

Can you please help? I'd like to add a coupon that I can select and apply to my invoices. Does anyone know how to do this?

This was very helpful! Thanks so much!

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