Running a Sales by Rep report and it keeps pulling in a line for discounts applied.

Hi Andrea31,

We're unable to remove the discount line from the report. You'll want to export the report to Excel, and then delete the discount manually.

Here's how:

1. Click the Excel drop-down at the top of the report.
2. Choose Create New Worksheet.
3. Click Export.

Once the worksheet is open, you can then remove the discount line.

Stay in touch if you have other questions. We're here to help.

@ShiellaGraceA

Please Learn from this input.

@Andrea31

This is why you Never use this function: "We apply that discount when receiving their payment on the Receive Customer Payments screen by clicking on Discounts and Credits at the top of the screen."

I have the attachment showing Out Of Balance reporting, from that function. You bypassed sales and discounted Banking.

Enter discounts and write offs using a Credit Memo with the Item that flows to the account where you want to track these Adjustments, Refunds, Write Offs and Discounts. Include the Date of the payment being processed and the Rep. Apply this Credit Memo to the invoice balance using the icon at the top of Either Transaction. Apply them to each other.

Now you input something as Sales.

Please see my attachment.

qbteachmt:

Thank you so much for your explanation. I am new to Quickbooks and the company I now work for. Transactions were not being done correctly before me and I am trying to get things sorted out. We will no longer use this Discounts button to apply the discounted payments. We will process a credit memo. This qb community has been so helpful.

Thank you!!

Andrea

I ran a Sales By Item Summary report and this report appears to not include that Discount. Do you know anything about where this report is pulling from? This may be more helpful for me to sort through some 2017 issues.  I clicked on the Qty 3 shown by one of the items that I saw on an invoice as being applied the incorrect way (through the Discounts button) and it opens another report Sales By Item Detail. This lists out the breakdown of the items for the Qty 3 that I clicked on. THIS report listed the discounted item line, however, it did not include it in the total. I attached a picture of this.  

Appreciate sharing with us complete detail of your concern, @Andrea31.

I'd be delighted to help walk you through in generating your Sales By Item Summary report with Discounts on it.

Looking at the screenshot you have provided, I can see that you're using the Discount tab in Receive payments window and applied the discount. Make sure to use Discount item on the invoice so it will be included in your Sales By Item Summary report.

Here's how to create a discount item:

1. Go to List.
2. Choose Item List.
3. On the Item List window, click Item.
4. Click New.
5. Select Discount.
6. Enter the item details.
7. Click Ok.

That should do it! Please let me know how it works on your end. I'm always here to help you with managing your sales items and reports.

When the function of Discount is used from the Payment window, that is After any data that would be used for sales reporting; it is a Banking discount entry.

That's why you use a Credit memo = now that is part of Sales reporting.

@IamjuViel

You cannot use a Discount Item on a Credit Memo; this is a special item Type that results in a Negative. Either a negative Amount or a negative %. The Credit Memo already is taking care of that "reversal" and the entries on a credit memo need to be Positive or, at the least, end positive.

Make an Other Charge Type item and use that.

My favorite report is Sales by Customer Summary, with Columns by Item Type. You also can use it for Item Detail (each item). Each Customer is a Row. The Sales by Item reporting means each Item is a Row.

And you can Filter these reports, such as On Sales Rep or Columns by Rep. Example: Filter on one Rep, columns by Item Type.

Thank you for your response juVeilL. I want the Sales by Item WITHOUT the discounts, as it already is when I run it. I was basically just stating that I found a report that would work without the discounts. Thank you!

I am trying to run the same report you are exactly. But I found that taking the discounts off 17 excel spreadsheets was very time consuming. Did you ever come up with a solution. We only pay on paid invoices. 

By including only certain items from a invoice has a draw back. I want the total of those items for each invoice but not every item I chose to be listed on the report. It is very long!

I'm here to share how you can create the specific report you needed, @mdccb.

In QuickBooks Desktop, you can generate and customize one of your sales report to see the list of invoices with a line item of your choice. Let me show you how.

1. Go to Reports.
2. Under Sales, select Sales by Customer Detail.
3. Select Customize Report.
4. On the Filters tab, enter Item on the text box.
5. Choose the name of the name you wanted on your list.
6. Click OK.

This article will give more details on how to customize the columns and filters of your report: Customize Reports in QuickBooks Desktop.

I'm also adding this reference to help you save the same settings of your customized report for future use: Create, Access, and Modify Memorized Reports in QuickBooks Desktop.

If you have any other questions about creating your reports in QuickBooks, please let me know in the comments below. I'll be glad to assist you. Take care and stay safe!