Other questions
I see how important this feature is for your business needs, CDuncan. I recognize that the new update has significantly changed how you manage your sales transactions.
We don't have a specific timeframe for when this functionality will be available in the new invoice format. In the meantime, you can manually calculate the discount, create a service item for the markup, and then add it to your invoice.
To set up a service item:
- Head to the Sales menu and hover over the Products & services tab.
- Click New, then choose Service. Type in your preferred discount name.
- From the Sales price/rate section, enter the discount price or rate (Ex. -0.10 for 1%)
- Pick Edit sales tax, then set the service item to Non-Taxable.
- Hit Done, then Save and Close.
Once done, add the discount item each time you select a product on the invoice page. Please see the attached screenshot for visual reference.
For more information on the latest update and experience, check out this article: What's new with estimates and invoices in QuickBooks Online.
Moreover, once your customer has remitted payment for the invoice you have issued, it's essential to record the transaction to maintain accurate accounting records and ensure the proper balance of your accounts.
Sales transactions are essential in a business, and I want to ensure you have a reliable workaround to guarantee you can work on them promptly. I'm always available and ready to help you in any way I can.
