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hannahammons
Level 1

How can you show a discount on invoice payment due to a fee charged to us for financing?

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

How can you show a discount on invoice payment due to a fee charged to us for financing?

It’s great to see you in the Community, hannahammons.

 

When using the Discount feature, you can only apply it to invoices or sales receipts. Based on the scenario, we’ll have to open the entry to add the discount.

 

Let’s go to the Sales form content section to activate the Discount option to easily deduct the fee on the invoice. Here's how:

 

  1. Tap the Gear icon at the top to choose Account and Settings under Your Company.
  2. Go to the Sales tab on the left panel and click the Pencil icon for Sales form content.
  3. Move the slider for Discount to the right to turn it on.
  4. Click Save and Done.discount qbo.png

The Discount field will show on the Invoice page. To provide the discount, follow these steps.

 

  1. Open the entry you’re working on.
  2. Scroll down to the right side of the transaction and click the Discount drop-down to choose a Discount percentage or Discount value.
  3. Type the amount in the field box.
  4. Click Save and close.discount qbo.1.png

For more insights about this feature, this article contains complete instructions on how to add a discount item with fixed prices and apply it to the transaction: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

Additionally, here’s a link that contains a breakdown of our self-help articles to help efficiently handle sales and other customer transactions: QuickBooks Online.


Stay in touch if you need further assistance with any of these steps. I’m here to help and make sure this is taken care of for you. Have a great week ahead.

 

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