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Level 1

How to change discount type?

Hi there -

My work includes some product sales and reimbursables but most of what I invoice is for services provided.

I have two accounts for discounts - one for sales discounts and one for services. For some reason, the discount for some service invoices has gotten applied to the sales discount category. How can I fix that? Thanks!

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QuickBooks Team

How to change discount type?

Good evening, @katesvobodaspanbock.

 

Since you have two discount accounts, the easiest way to correct your Invoices is to edit the discount on them. This will allow you to fix the discount accounts and enter the one for services instead of sales. To edit the Invoice, you can follow these steps:

  1. Navigate to the Sales tab and click Invoices.
  2. Locate one of the Invoices that have the wrong discount applies and select the drop-down arrow on the right.
  3. Press View/Edit.
  4. Choose the Sales Discount and make sure the correct amount is applied.
  5. Hit Save and Close.

Now the correct discount account is applied to the Invoice. If you would like more information about adding a discount, you can check out this article: Add a discount to an Invoice.

 

Please let me know if you have any other questions. I'm always here to help.

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