If I create an invoice for labor and materials and also want to include a credit for materials returned, what is the correct way to do that?
If I include a line in the invoice for the credit, what item type should it be? I ask because if that line item is a "non-inventory part" with a negative dollar amount then it does something weird when I pull a "sales tax revenue" report. But if that line item is instead a "discount" item type with a negative dollar amount then the "sales tax revenue" report looks normal, but it doesn't correctly adjust my "sales by item" report.
See Example PDF attached.
Also interested in this question, if only to learn how the math on the non-inventory item is calculated. It almost looks like the invoice is apportioning the -$30.00 against several line items, perhaps as some kind of ratio, to accommodate the overall reduction in sales tax with respect to the amount paid.
What account do you have assigned to the discount item?
Does it still do this if you change the non-inventory part used for the discount to a quantity of -1 with a rate of $30.00, instead of a quantity of 1 (not shown on the invoice but QB assumed 1 based on the sales by Item Summary report) with a rate of -$30.00?
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