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Add a discount to an invoice, estimate or sales receipt in QuickBooks Online

by Intuit•244• Updated 6 days ago

Learn how to discount invoices and sales receipts.

Want to give your favorite customer a discount? You can discount a percentage of an invoice, estimate, or sales receipt. If you have set discounts with fixed prices, we'll also show you how to add them as a line item on your form.

An icon showing cash and a payment card If you'd like to make it easy for your customers to pay an invoice online, check out QuickBooks Payments rates and apply.

Prerequisites

Start by turning on discounts in your account settings. 

  1. Select Settings âš™ and then Account and settings (Take me there).
  2. Select the Sales tab.
  3. In the Sales form content section, select Edit ✎.
  4. Turn on Discount.
  5. Select Save and then Done.

Note: If you turn off discounts while creating an invoice, it turns them off in your account settings as well.

Add a discount as a percentage of your subtotal

  1. Select + Create.
  2. Select Invoice, Estimate, or Sales receipt.
  3. Fill out your invoice, estimate, or sales receipt.
  4. Optional: To apply a discount before sales tax is calculated, select the double arrow icon next to the discount field. This switches the order of the tax and discount fields.
  5. For the discount, choose $ for a flat discount or % for a percentage discount.
  6. Enter the percentage or amount you want to discount in the discount field. 
  7. Select Save.

Instead of discounting the entire transaction, you can enter a discount as a specific item with a negative rate and a description. For example, if you have a Labor Day discount of $50, you can add “Labor Day Discount” as a product or service, then enter a rate of -50. To reuse this discount later, select the item and then select + Add new.

Individual line-item discounts can only be used for whole amounts, not percentages.

Related links

QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple StartQuickBooks Solopreneur Plus