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I have Quickbooks for Mac 2019, desktop edition.
Need step by step help on how to set up and apply a discount to an existing client invoice.
Hi there, @desktopmacmastery.
I have here the step by step instructions on how to set up and apply a discount to an existing invoice in QuickBooks Desktop for Mac.
Let's create a discount item first. This applies a discount of either a percentage or a fixed amount to the preceding line on a sales form.
2. Click the + at the bottom of the list, then pick Discount in the Type field of the New Item window.
3. Type a Description and discount amount or percentage.
4. Select the account you use to track discounts you give to customers.
5. Pick either Apply discount before sales tax or Apply discount before sales tax.
6. Tap OK.
After that, you can now apply the discount to the existing invoice. Let me guide you how.
For more details, check out this article: QBDT for Mac User Guide. Press Ctrl + F and type apply the discount.
Additionally, you can always access any customer's report to track all the data you've entered into the system. Then customize it to show specific details.
I'd also encourage you to visit these references below for your later guide. These pages contain steps and tricks on how to handle customer's transactions, templates and other related matters.
Fill me in if you have any questions about reports. Don't forget, we're always here to give the best assistance. Keep safe.
Thank you. Problem solved!
Thanks. Problem solved!