Am I doing discounts and credits wrong?

marmathsen · ‎February 04, 2025

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.

FishingForAnswers · ‎February 05, 2025

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.

Rainflurry · ‎February 06, 2025

@marmathsen

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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Am I doing discounts and credits wrong?

Am I doing discounts and credits wrong?

Am I doing discounts and credits wrong?

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