Customer Discounts

Hi there, @drm53. I appreciate you for seeking assistance with discounts on your invoices. I'm here to help you with setting up a discount per line item.

To get started, please make sure to enable the discount feature from the Accounts and Settings window.

1. Go to the Gear icon, then click on Account and Settings.
2. Tap on Sales at the left pane.
3. In the Sales form content section, click the pencil ✏ icon to edit it.
4. Mark the Discount box. QuickBooks automatically creates a discount account on your register.
5. Hit Save, then Done.

After that, you can create a discount item from the Products and Services.

1. Click on Products and Services from the Gear icon.
2. Tap New to create a new item.
3. Select Non-inventory or Service for the type.
4. Name the item Discount. If you want to create multiple discount items, give them unique names so they're easy to tell apart.
5. In the Sales price/rate field, enter the discount as a negative amount. Keep in mind, this is a dollar amount and not a percentage.
6. From the Income account drop-down menu, select the Discount given account which QuickBooks creates when you turn on the discount feature.
7. From the Sales tax category drop-down, select Nontaxable.
8. Tap on Save and close.

When you're ready, add the item created to your invoices.

1. Open the invoice.
2. Enter another line item for the discount.
3. Click Add subtotal to separate each item and its discount.
4. Click Save and close.

You can also check out this article about applying discounts to the total amount of the invoice: Add a discount to an invoice or sales receipt in QuickBooks Online.

When you're ready to record an invoice payment, you can use this article as your reference: Record invoice payments in QuickBooks Online.

Let me know if you have any other questions about discounts. I'm more than happy to provide additional assistance. Wishing you a good one!

Thanks Angelyn,

I am currently just looking at tutorials before deciding to change from desktop.  Is there not a 'trial' option where a potential new user can work on an actual trial programme and just just try and read tutorials? 

Hello drm53!

Thanks for the update. Yes, QuickBooks offers trial versions. Let me help you.

For QuickBooks Online, you can create a new account with our free 30-day trial. Simply go to https://quickbooks.intuit.com/za/pricing/, choose a plan, and select the Free 30-day trial button. You can use the same email address or a different one.

For QuickBooks Desktop, you can download and install our trial version, too. You can find the link through this article: Download a trial of QuickBooks Desktop. You don't need any code to use the QuickBooks Desktop trial version.

I also added this link: Record invoice payments in QuickBooks Online. This will show you the best way of entering the customer payment.

I'll be here if you need more assistance with any customer-related concerns. Take care!

Hello Alex,

I am on a 30 day-trial, but have only received links to tutorials.  The trial was activated by the Sales Department.  How can I link to work on a trial option please?

Hello Alex,

I found an email that was sent 2 days ago with the relevant information about linking to the trial package - I will follow from here.  Thanks for your help. 

Hello Angelyn,

As per the instruction for customer discounts, please clarify:

 I have selected Non-inventory and called in 10% Discount. However, there is only a Tax option and not Sales Tax Category.  In the Tax option, there in no Nontaxable option only Zero Rated or Exempt.

Thanks 

Hello, drm53. 

Thanks for taking the time to get back to us. I'll hop on to this thread and clarify some details about the tax categories when setting up your non-inventory item. 

The Sales Tax Category is technically the same as the Tax option on the item's settings page. As for the tax category, you can select Exempt since it functions the same as a Non-taxable category. 

When you follow Angelyn's and use the Exempt category for your tax, this is what will show on your invoice: 

If you'd like to learn more about the VAT feature and how to use it, I would recommend reading these articles: 

• Set up and use VAT in QuickBooks Online
• Learn how QuickBooks Online calculates VAT
• Add VAT categories to your products and services

Would you like to know how to set up your bank account to help you categorize your records? This article can help you with the process: Connect bank and credit card accounts to QuickBooks Online.

If you'd like to learn more about other processes in QuickBooks Online, feel free to reply here. I'm more than happy to show you the ropes.