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desktopmacmastery
Level 1

How to create a discount for a client invoice in Quickbook for Mac 2019 Desktop Edition

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.

 

Thanks.

3 Comments 3
MichelleBh
Moderator

How to create a discount for a client invoice in Quickbook for Mac 2019 Desktop Edition

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. 

 

Here's how: 

 

  1. Choose Lists, then Items.

 

       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. 

 

  1. Click Customers menu. 
  2. Open the old invoice in the customer's transaction list. 
  3. Add the discount item you've previously created in the second line. 
  4. Tap Save and close.

 

 

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. 

desktopmacmastery
Level 1

How to create a discount for a client invoice in Quickbook for Mac 2019 Desktop Edition

Thank you.  Problem solved!

desktopmacmastery
Level 1

How to create a discount for a client invoice in Quickbook for Mac 2019 Desktop Edition

Thanks.  Problem solved!

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