Hi, I'm trying to use Item-wise discount, and I don't see it as an option when I open the gear menu in my invoice? Do I need to set something up for this?

Hi there, @edwin-oconnor1-g.

I'd be glad to help you with how to set up the Item-wise discount in QuickBooks Online.

You can set it up first in the Settings before using the added discount column on the sales forms. Here's how to do that:

1. Go to Settings and select Account and settings.
2. Click the Sales tab and go to the Sales form content section.
3. Tick on the Item-wise discount radio button and click Save and Done.

I've added a screenshot for your additional reference:

Once you've set it up in the Settings, you can proceed to create invoice transactions. This is how the invoice looks like:

I've included this reference about this process: Add a discount to an invoice or sales receipt in QuickBooks Online.

You may consider checking this article for your future reference when you're going to receive the payment: Record invoice payments in QuickBooks Online. This contains several ways on how to record your customer's payments in QuickBooks.

I'll be around if you have other questions. Please don't hesitate to let me know in the comment section below. Enjoy the rest of your day!

Thanks for your reply but I don't see that option in my list..
I have these options:

Welcome back, edwin-oconnor1-g.

The Item-wise discount option is not yet available in all countries. What we can do for now is create a discount item if you want to apply it on a specific product/service. Before doing so, please make sure to follow the steps provided by my colleague MarsStephanieL on how to enable the feature. 

Then, follow these steps to create the discount item:

1. Go to the Gear > Products and Services.
2. Click New.
3. Select Non-inventory or Service for the type.
4. Enter a unique name for the discount.
5. In the Sales price/rate field, add the discount as a negative amount.
6. From the Income account drop-down menu, select the Discount given account.
7. Choose Nontaxable or Exempt from the Tax drop-down.
8. Click Save and close.

Here's a sample screenshot for a visual guide:

Once done, create an invoice and add another line item for the discount. Make sure to click the Add subtotal to separate each item and its discount. Here's a sample screenshot of what it looks like:

For more information, you can read this article: Add a discount to an invoice or sales receipt in QuickBooks Online.

When you receive the customer payment, you can find the steps on how to record the transaction here: Record invoice payments in QuickBooks Online.

You can also send request to add the Item-wise discount feature for your country by going to the Gear > Feedback. We always update the features in QuickBooks and this might be included in the future. To view the latest news and updates, feel free to visit our QuickBooks Blog.

Please leave a reply below if there's anything else you need. I'm always around to help you out. Have a good weekend!

Hi,

I use QBO Plus and I cannot see this option. I added the screenshot.

Could you please advice how can find this field?

Let me provide the screenshot where you can see the Discount field, ZYG1.

The optional discount field is displayed in the subtotal of your sales forms. Please see the attached screenshot below.

Also, please know that you can add a discount to the subtotal of your sales form as a percentage or value. Or, you can add a discount to your sales form as a line item where you can include a description of what the discount is for.

If you select to add a discount to the subtotal, you can either choose the Discount value or Discount percent option to your customer when you create an invoice.

I'm adding these screenshots for your visual guide.

You can also browse this link in case you need more details about adding discounts: Learn how to discount invoices and sales receipts.

Please send me an update about your concern by commenting below. I'll be right here to provide the information that you need about discounts.