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klattsng-gmail-c
Level 1

Can you please help me with how to apply discounts to my inoices and sales. The option on the helpdesk is not working?

 
5 Comments 5
JenoP
Moderator

Can you please help me with how to apply discounts to my inoices and sales. The option on the helpdesk is not working?

Hi there, klattsng-gmail-c.

 

I'd be glad to help you help set up discounts and use them in your invoices and sales receipts. Here's how:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Proceed to the Sales tab and look for Sales form content.
  3. Turn on the Discount feature. 
  4. Click Save, then click Done.

Once done, create a discount item in your Products and Services List. Here's how: 

 

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

 

After that, go to the discount section of the transaction just below Subtotal. Then select if you want a percent a value. Here's an article about this for more details: Add A Discount To An Invoice Or Sales Receipt In QuickBooks Online.

 

Let me know if you need anything else. 

 

discount.PNGdiscount2.PNG

Macsteamer1
Level 1

Can you please help me with how to apply discounts to my inoices and sales. The option on the helpdesk is not working?

This will no longer work in the app.  Once you apply the discount as a (-) decimal it calculates as positive.  This worked for years but know no longer.  

CharleneMaeF
QuickBooks Team

Can you please help me with how to apply discounts to my inoices and sales. The option on the helpdesk is not working?

Welcome to the Community, Macsteamer1.

 

Let's perform basic troubleshooting steps to resolve the issue.  

 

To begin, let's refresh the application. Doing so helps in fixing any sorts of errors in the system. 

 

Android device:

  1. Go to the More Options ⋮ menu
  2. Select Settings.  
  3. Tap Refresh Data, and then choose Yes

For iOS:

  1. Go to Help & Feedback at the top menu bar.  
  2. Choose Reset App Data. Then Refresh.  

 

In the meantime, add a discount using a web browser. I recommend clicking this link to log in: https://quickbooks.intuit.com/. Click the Sign in button to continue, then choose QuickBooks Online.

 

Additionally, I've added an article that'll help you personalise your sales form. To learn more, click here.  

 

We're always here to share our ideas with you if you have other questions or concerns. You can click the Reply button to let us know.

usermaysa_anati
Level 1

Can you please help me with how to apply discounts to my inoices and sales. The option on the helpdesk is not working?

can you please help me to activate the arrow icon next to the discount field.? so it will exchange to become after calculating the tax not before it ?

JenoP
Moderator

Can you please help me with how to apply discounts to my inoices and sales. The option on the helpdesk is not working?

Hi there, usermaysa_anat.

 

The option to toggle the Discount and VAT or Tax fields is only available in the QBO USA version. For any other regions, sales taxes are calculated after the discount is deducted. 

 

I'd suggest sending a feature request about getting the same feature directly from your QBO account. Here's how: 

 

  1. Go to the Gear icon at the top, then click Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

Your valuable feedback and suggestion will be forwarded to our Product Development Team. They will be reviewed for future updates to help improve your experience in QBO. You can also track feature requests through the QuickBooks Online Feature Requests website.

 

You'll also want to run the Invoices and Received Payments report. This will let you review all the invoices you have and payments that were applied to them. Just go to the Reports menu and type in the name of the report in the Search bar. 

 

Feel free to take a look at this article if you wish to add customization to your sales form: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.

 

The Community is always here if you need anything else.