Hi there, mfsexton.
Thanks for joining this thread. Allow me to chime in and help you add a discount to your order in QuickBooks.
The steps shared by my colleague above are intended for QuickBooks Desktop (QBDT). You may be using the online version (QBO), that's why you're unable to follow those steps.
If this is the case, the process to add a discount in QBO is different. How you set up and apply discounts will vary depending on which experience of invoices you have.
If you're using the new layout, here's how:
- In QBO, go to the + New option at the upper left.
- Select Invoice.
- To add a discount to the invoice, click the ⚙ Manage.
- Tick Invoice settings, then Totals.
- Turn on the Discount setting to add the discount field.
- Fill out your invoice.
- For the discount, choose $ for a flat discount or % for a percentage discount.
- Hit Save.
If you're using the old layout, please refer to this article and and proceed to the Set up and add discounts with the old layout section for the detailed steps on how to do it: Add a discount to an invoice or sales receipt in QuickBooks Online. It also contains the steps on how to add a discount per line item.
Once you're ready to receive the invoice payments, you can check out this article for future reference: Record invoice payments in QuickBooks Online.
Please let me know if you have follow-up questions about this or anything else. I'll be more than willing to help. Take care.
