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jr-gomatos
Level 1

When will Discounts be supported in batch transactions for creating/modifying invoices?

 
5 Comments 5
jenop2
QuickBooks Team

When will Discounts be supported in batch transactions for creating/modifying invoices?

I have the answer to your inquiry regarding the batch entry feature, Jr.

 

Currently, there is no specific timeline for when the Discount feature will be supported when editing or creating multiple invoices.

 

In addition to the Discount, the following fields are currently not supported when creating batch transactions:

 

  • Price Rules
  • Multi Currency
  • Bundle

 

In the meantime, you can manually edit each invoice and add the discount. 

 

Customer feedback and suggestions play a crucial role in improving the software's functionality and meeting users' needs. I encourage you to submit a feature request about being able to apply discounts when creating multiple invoices.

 

Here's how to send feedback in QBO: 

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your feedback and suggestions about the advertisements in QBO.
  3. Click Next to submit them.

 

Suggestions submitted in the forum and other channels are gathered and reviewed by our engineers. This process aims to enhance your experience while using QuickBooks, as it allows us to consider and implement valuable improvements based on user feedback.

 

Feel free to check out this article in case you need to this invoice-related task in QBO: Send Invoice Reminders Automatically or Manually in QuickBooks Online.


Feel free to return to the Community if you have any other concerns or questions. Our team is always available to provide assistance and support.

jr-gomatos
Level 1

When will Discounts be supported in batch transactions for creating/modifying invoices?

In the batch import tool there is a message that says "More options coming soon... [Discounts] aren't supported for multiple invoices just yet."

 

Are you saying that message is a lie? The message above seems to clearly indicate that the feature is already in progress.

jr-gomatos
Level 1

When will Discounts be supported in batch transactions for creating/modifying invoices?

In the batch import tool there is a message that reads, "More options coming soon. [Discounts] aren't supported in multiple invoices just yet."

 

That message seems to indicate that the feature is already in progress. Are you saying that is not true?

Angelyn_T
Moderator

When will Discounts be supported in batch transactions for creating/modifying invoices?

I appreciate your prompt reply, jr. Let me provide clarifications about discounts when editing or creating multiple invoices.

 

Yes. Several features may come soon as our developers are working nonstop to enhance the product and deliver the best experiences for all QuickBooks users. However, the discount isn't supported yet in multiple invoices or when editing transactions in QuickBooks Online (QBO). We don't have a specific timeframe as to when this feature is supported and available.

 

As mentioned by JenoP, you can communicate with our product developers directly by sending them a message via feedback to notify them about the feature you need.

 

For now, you utilize this link for more tips about adding discounts to your sales receipts or invoices by reading this article: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

If you have other questions about the QuickBooks features, let me know by leaving a remark below. I'm always here to help. Keep safe!

Fiat Lux - ASIA
Level 15

When will Discounts be supported in batch transactions for creating/modifying invoices?

@jr-gomatos 

Do you need to import discount like in the following template?

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX

 

You still need an importer tool

https://get.transactionpro.com/qbo

 

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