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Level 2

How do I apply a discount to a specific item on an invoice?

 
Solved
Best answer June 14, 2020

Best Answers
QuickBooks Team

How do I apply a discount to a specific item on an invoice?

Good day, sb-alehzayis,

 

You have the option to apply the discount to a specific line or to all items on the invoice. You may choose between these two options as they have different calculations.

 

I've added screenshots below to see the difference.
discount1.PNG discount2.PNG

 

Check out the Sales and customers page to learn all your company's income and customers. It includes subtopics to help you manage and handle your revenue.

 

Should you need anything else, please let me know. I'm always around here in the Intuit Community to help you out.

View solution in original post

Moderator

How do I apply a discount to a specific item on an invoice?

Hey there, sb-alehzayis.

 

I can help you reflect the discount in the  sales tax liability in QuickBooks Desktop. You can process a sales tax adjustment to reflect the transaction.

 

Here's how:

 

  1. Go to the Vendors menu and select Sales Tax then Adjust Sales Tax Due.
  2. In the Sales Tax Adjustment window:
    1. Enter the adjustment date, sales tax vendor, adjustment account, and other relevant information. Note: Do NOT use the sales tax payable for the adjustment account. Choose an Income account if you are making the adjustment because you received a discount/credit or if you are entering a negative rounding error. Choose an Expense account if you are making the adjustment because you need to add penalties and fines or if you are entering a positive rounding error.
    2. In the Adjustment section, choose if you need to increase or reduce sales tax then enter the adjustment amount.
    3. (Optional) In the Memo field, enter any additional note.c.PNG
    4. Select OK.

To know more sales tax adjustment process, you can go through this article: Process sales tax adjustment.

 

Additionally, you can take a look at these pointers to help guide you more in managing sales tax in QuickBooks:

 

Show multiple sales tax items on an invoice

Pay sales tax

 

Feel free to drop me a reply below if you have any other sales tax concerns. I'll be more than willing to lend you a hand.

View solution in original post

18 Comments
QuickBooks Team

How do I apply a discount to a specific item on an invoice?

I've got the steps you need, sb-alehzayis.


You can add a discount item by following the steps below. Note: QuickBooks calculates percentages only on the line, make sure to create a subtotal item before adding the discount item.

  1. Go to Lists > Item list.
  2. At the bottom, click the Item drop-down and choose New.
  3. Select Discount from the Type drop-down menu.
  4. Enter the Item Name/NumberDescription, and the Amount or %.
  5. Select which account will the discount be mapped.
  6. Choose the Tax Code of the discount.
  7. Click OK.

Once done, you can apply this discount to your items. I've got this article for more information: Add, edit and delete items.

 

Please don't hesitate to reach out to us if you need more help with QuickBooks Desktop items. Thanks.

Level 2

How do I apply a discount to a specific item on an invoice?

Thank you!

If I have several items on an invoice, will the discount be applied only to the item immediately before the discount, or will it be applied to all items above it?

 

Level 2

How do I apply a discount to a specific item on an invoice?

Thank you!

Will the discount be applied only to the item immediately preceding it, or will it be applied to all items preceding it on the invoice?

QuickBooks Team

How do I apply a discount to a specific item on an invoice?

Good day, sb-alehzayis,

 

You have the option to apply the discount to a specific line or to all items on the invoice. You may choose between these two options as they have different calculations.

 

I've added screenshots below to see the difference.
discount1.PNG discount2.PNG

 

Check out the Sales and customers page to learn all your company's income and customers. It includes subtopics to help you manage and handle your revenue.

 

Should you need anything else, please let me know. I'm always around here in the Intuit Community to help you out.

View solution in original post

Level 1

How do I apply a discount to a specific item on an invoice?

Thanks, but no matter what I do the discount item applies only to preceding line in invoice. You are saying "You have the option to apply the discount to a specific line or to all items on the invoice. You may choose between these two options" and I see how it works on your screenshoots. But how do I choose in QuickBooks Desktop those options: to apply to all lines or to particular one? I don't see such options available to choose from. Thank you!

QuickBooks Team

How do I apply a discount to a specific item on an invoice?

Let me share with you additional insights on how you can apply discounts in your invoice, @ubcgroupusa.

 

You're actually correct, the discount only applies to the preceding line in invoice. You can follow the steps provided by my colleague above if you want to apply discount to a specific line item.

 

Although, you also have the option to add a discount to all items on the invoice. All we need to do is to add a subtotal after the last line item, then enter the discount after the subtotal. This way, it will calculate the discounts to all of the line item on the invoice. Let me provide you the steps on how to create a subtotal.

 

  1. Go to List and select Item List.
  2. Click the Item drop-down in the bottom left corner, then select New. (CTRL + N)
  3. In the TYPE drop-down, select Subtotal.
  4. Enter the item name, then click OK.

 

You can now create an invoice and enter all the items, then add the subtotal after last item. Once done, you can now add the discount after the subtotal. Please see the screen shot below:

 

In addition, you can print or email the invoice after creating it. Simply click the Print icon or the Email icon.

 

You can also run the Open Invoices report to check your customer balances. Just to go Reports and select Customers & Receivables, then click Open Invoices.

 

Feel free to go back to this thread if you need anything else. QucikBooks Community is open 24/7 to provide additional assistance.

Level 3

How do I apply a discount to a specific item on an invoice?

This OK, but really awkward, especially if I want to apply differing discounts to different items on the invoice. Is it really not possible to just have a column for discount percentage that can be entered on each line item?

 

Seems like a pretty simple thing.

Level 3

How do I apply a discount to a specific item on an invoice?

This is really awkward, especially if I want to use different discounts on different items.

 

Why not just have a "Discount" column on the invoice, where a percentage can be entered for each line item?

 

Seems pretty simple.

Level 3

How do I apply a discount to a specific item on an invoice?

This is really awkward, especially if I want to use different discounts on different items.

 

Why not just have a "Discount" column on the invoice, where a percentage can be entered for each line item?

 

Seems pretty simple.

QuickBooks Team

How do I apply a discount to a specific item on an invoice?

Glad that you’ve finally visited the Community, @byomtov.

 

Thank you for getting in touch about this. I agree having a discount column is more manageable.

 

You can still apply a discount to a specific line or to all items on the invoice. However, the discount feature can only be added to another line item. To have a discount column is currently unavailable.

 

You can visit our QuickBooks Help articles to get more information about organizing accounts. It contains different topics and tips for running your business. 

 

You can reach us anytime in case you have questions in mind or need assistance. Thanks.

Level 3

How do I apply a discount to a specific item on an invoice?

Thanks, Madelyn.

 

I do understand how to do it, I think. If I understand correctly I have to add an extra  line to the invoice for each item I want to discount. So if I am selling Item, with a 10% discount, and item 2 with a 20% discount, I need five lines on the invoice:

 

Item 1

Discount on item 1

Item 2

Discount on item 2

Total

 

Is that right?

 

I was just suggesting that this is awkward and it would be much quicker, and clearer to the customer, to be able to put the discount % on the same line as the item.

 

I hope that's a feature you consider adding.

Level 3

How do I apply a discount to a specific item on an invoice?

Thank you, Madelyn,

 

I do understand, I think.

 

As I understand it if I have two items, with a 10% discount on one and 20% on the other, I need five lines on the invoice:

 

Item 1

Discount on Item 1

Item 2

Discount on Item 2

Total

 

It would be simpler, and clearer to the customer, if the discount for each item appeared on the same line as the item, quantity,price, etc.

 

I hope you will consider this improvement.

 

Moderator

How do I apply a discount to a specific item on an invoice?

Thanks for getting back to us, byomtov.

 

Yes, you are right. At this time, you'll have to add an extra line to the invoice for each item you want to have the discount for as a workaround.

 

I know it's ideal to have the discount column on an Invoice. Please keep in mind that our goal here is to help our users save time and keeping things simple when doing tasks in QuickBooks. For now, we can take this as a product suggestion.

 

I would also like to recommend visiting the Online Blog regularly. From there, you'll be updated with the features and enhancements that our developers are currently working on.

 

Please let us know if you have any other related QuickBooks concerns. We're always here to help.

Level 3

How do I apply a discount to a specific item on an invoice?

Yes, you can do that...but not without buying a calculation add-on like FormCalc SST for QuickBooks, or CCRQInvoice. (Google to find their Web sites.)

 

The two products work differently, but I believe both would support having a Discount column so that the discount percentage can be different on each Item line if you wish.  They should also let you do away with the need to have a subtotal line(s) for discounting blocks of Items.

Level 2

How do I apply a discount to a specific item on an invoice?

Seeing that this conversation is continuing, I will add another question. 

Is there any way to have a discount reflect in the Sales Tax Liability?

For example if Item's original price was $100, yet we discounted it by 10%, that means we only sold it for $90. 

However, when we calculate our quarterly sales tax liability - the missing $10 is not reflected in the total at all. Meaning, according to the report, we sold that item for $100 even though we only sold it for $90.

That was really the intent with my original question - how do I apply a discount to a specific item so the discount is reflected in our sales tax liability?

 

Moderator

How do I apply a discount to a specific item on an invoice?

Hey there, sb-alehzayis.

 

I can help you reflect the discount in the  sales tax liability in QuickBooks Desktop. You can process a sales tax adjustment to reflect the transaction.

 

Here's how:

 

  1. Go to the Vendors menu and select Sales Tax then Adjust Sales Tax Due.
  2. In the Sales Tax Adjustment window:
    1. Enter the adjustment date, sales tax vendor, adjustment account, and other relevant information. Note: Do NOT use the sales tax payable for the adjustment account. Choose an Income account if you are making the adjustment because you received a discount/credit or if you are entering a negative rounding error. Choose an Expense account if you are making the adjustment because you need to add penalties and fines or if you are entering a positive rounding error.
    2. In the Adjustment section, choose if you need to increase or reduce sales tax then enter the adjustment amount.
    3. (Optional) In the Memo field, enter any additional note.c.PNG
    4. Select OK.

To know more sales tax adjustment process, you can go through this article: Process sales tax adjustment.

 

Additionally, you can take a look at these pointers to help guide you more in managing sales tax in QuickBooks:

 

Show multiple sales tax items on an invoice

Pay sales tax

 

Feel free to drop me a reply below if you have any other sales tax concerns. I'll be more than willing to lend you a hand.

View solution in original post

Level 2

How do I apply a discount to a specific item on an invoice?

Thank you very much! That is most helpful!

Moderator

How do I apply a discount to a specific item on an invoice?

Hello, sb-alehzayis.

 

I'm glad I came across your post and was able to address your concern.

 

If you ever have any other questions we can help you with, feel free to drop by the Community. Have a good one.

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