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Stephane Couronne
Level 1

Can i add discount by line item on invoices and sales receipts?

 
3 Comments 3
ChristieAnn
QuickBooks Team

Can i add discount by line item on invoices and sales receipts?

Hi there, Stephane Couronne.

 

Yes, you can add a discount by line item on invoices and sales receipts. To do this,  I suggest creating a product item for the discount. Then, enter the amount as negative.

 

Here's how:

 

  1. Click the Gear icon at the upper right corner.
  2. Select Products and Services under Lists.
  3. Click New.
  4. Select Non-inventory or Service for the type.
  5. Enter the unique name of the discount.
  6. Select a category. This should be the item you are selling and giving a discount.
  7. In the Sales price/rate field, enter the discount as a negative amount.
  8. From the Income account drop-down menu, select the Discount given account.
  9. From the Sales tax category drop-down menu, select Nontaxable.
  10. Hit Save and close.

 

Once done, follow the steps below to create invoices and sales receipts with a discount by line item.

 

  1.  Select + New icon.
  2. Choose Invoice or Sales Receipt.
  3. Enter the customer's name.
  4. Select the products and services. Then, add the Discount item you just created. You can adjust the discount if you need to, just make sure it's a negative amount.
  5. Fill in the other nessesary field.
  6. When you’re ready, select Save and send or Save and new.

 

You can open this article to see steps on to turn on a discount feature to use the discount field on an invoice or sales receipt and enter a specific amount: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

You can also refer to this article to view different ways on how you can send invoices to your customers in QuickBooks Online: Send an invoice.

 

Please check this article on how you can record a single, partial, and joint payments in QuickBooks Online: Record invoice payments in QuickBooks Online.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

lesedimagowe
Level 1

Can i add discount by line item on invoices and sales receipts?

This answer clearly shows that the person providing the solution is clueless because the discounts are not properly calculated if you add them as a percentage meaning that if I invoice 5 items that have 5 different discounts on them I now have to calculate the discounts manually. If I hadn't checked this I would have received tons of claims from my clients for incorrect discounts. Guys this is really bad and I don't think Quickbooks cares to be honest. We have been requesting the ability to add discounts to individual items as a percentage for years now and still nothing.  If we can't get such a basic but very important feature then what is the point of having Quickbooks Online, honestly if I still have to calculate discounts manually. All we want is to be able to sell 5 bottles of water at 5% discount, 10 bottles of Orange Juice at 7% Discount, 8 packets of crisps at 10% discount without having to calculate these manually. The reason why I pay a subscription to Quickbooks is to make my life easier not more difficult.

CharleneMaeF
QuickBooks Team

Can i add discount by line item on invoices and sales receipts?

The ability to add discounts to individual items as a percentage is a great functionality, lesedimagowe. I'm here to share some insights.

 

As of now, this feature is unavailable in QuickBooks Online. I'd suggest sending a feature request again directly to our Product Development team. This helps us improve your experience and the features of the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.
    Capture.PNG

 You can also visit the Customer Feedback for QuickBooks Online website to track your feature requests.

 

Additionally, I've included an article that'll help you personalise your sales forms. This way, you can add the info that matters most to your business: Customise Invoices, Estimates, and Sales Receipts.

 

I'm only a few clicks away if you need assistance in tracking and managing your invoices, lesedimagowe. It's always my pleasure to help you out again.