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Zubairuddin Mohammed
Level 1

discount

I want to add  discount one line on an invoice, not the entire invoice...or what if two different lines on the same invoice have different discount amounts (discount one 50% and another line only 20%)? How do you do that on the same invoice?

5 Comments 5
JonpriL
Moderator

discount

Hello @Zubairuddin Mohammed,

 

You can consider creating a new service item so you can add it as a discount line item when creating invoices for your customers. Let me show you how.

  1. Go to Sales.
  2. Select Products and Services.
  3. Click New.
  4. Choose Service.
  5. Enter Discount as the name of your new service item.
  6. Under Income account, select your discount or expense account.
  7. Click Save and close.

Once done, you can create new invoices, make sure to select the service item as an additional line item, and enter the amount in negative.

 

Additionally, I've also included this helpful article for the steps about the different methods you can start using in accepting payments from your customers: Record invoice payments in QuickBooks Online.

 

If there's anything else that I can help you with aside from creating invoices, please let me know in the comments. I'll be here to help.

Zubairuddin Mohammed
Level 1

discount

how to add discount line in invoice and sale received 

Mark_R
QuickBooks Team

discount

I appreciate you getting back to us, @Zubairuddin Mohammed.

 

Allow me to provide additional details about adding a discount line to an invoice or sales receipt. In QuickBooks Online (QBO), you'll need to use a discount line item to apply a discount to one or more items on the invoice or sales receipt. 

 

First off, as stated by my colleague JonpriL above, you'll want to create a discount item first. This way, you can use and apply it to the invoice or sales receipt. Here's how:

 

  1. Click the Gear icon, then select Products and Services.
  2. Select New and choose Service for Products/Services type, then complete the information needed.
    • In the Name field, enter Discount. If you plan to create multiple discount percentages, you can enter the discount and amount for the name (Example: 50% Discount).
    • In the Sales price/rate field, enter the discount amount as a negative.
    • From the Income account drop-down, select Discounts given account.
    • Make sure the Is Taxable is not checked.
  3. Hit Save and close.1.PNG

Once done, use the discount item on an invoice/sales receipt.

  1. Click the + New button, then select Invoice or Sales Receipt.
  2. Select the customer from the drop-down.
  3. On the first line, add the item you sell.
  4. Then, select the created Discount item on the second line.
  5. Click Save and close.2.PNG

I'm adding this article for more details: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

Please know that I'm just a reply away if there's anything else you need. Wishing you and your business continued success!

Rach8
Level 1

discount

Hi my Suppler has given us  25% Discount as a one off. How do I apply this when  adding the invoice on to the system. I use use Dext to drag invoices onto and then use this to enter the lines of the products/services that we have purchased. I have already followed the above information that you have given to someone else. However this seems to be just available to create invoices, the product services are greyed out when entering a supplier invoice so it can not be added as above. Please can you assist me by explaining how to add the 25% Discount that the Supplier has given us as a one off please. Thank you for your assistance.

JaeAnnC
QuickBooks Team

discount

Thanks for joining in on this thread, @Rach8. I'll be happy to guide you on applying a discount to a bill in QuickBooks Online (QBO).

 

Yes, you're right. The steps provided by my colleagues above apply only to sales invoices. If you refer to supplier invoices, you'll need to create a bill and enter the discount as a service item. 

 

Here's how to create a service item for the discount:

 

  1. Go to the Gear icon and select Products and Services.
  2. Click New and select Service.
  3. Enter Discount as the name of the service item.
  4. Enter the amount as a negative in the Sales price/rate field and choose an account under the Income account.
  5. Click Save and close.

 

Once done, enter it as a line item when creating a bill. To do that:

 

  1. Go to + New and select Bill.
  2. Select the Vendor.
  3. In the Item details section, select the products, and include the discount service item you created. Then, fill in other fields as you see fit.
  4. Click Save and Close.

 

Moreover, can you specify your QBO country version? This way, we can provide appropriate references you may utilize in the future.

 

In the meantime, I'll share this article if you're interested in uploading receipts in QBO. This way, the program extracts information from them and generates transactions for you to review. Please choose the one appropriate to your country version:

 

 

Let me know whenever you need further assistance applying vendor discounts in QBO. I'll be happy to provide additional help. Stay safe, and have a wonderful day ahead.

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