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J
jake-aswani
November 21, 2019

How to add discount per item in an invoice ?

  • November 21, 2019
  • 4 replies
  • 14 views
No text available

    4 replies

    MaryLandT
    MaryLandT
    Level 10
    November 21, 2019

    Hi there, jake-aswani,

     

    Let me guide you through adding a discount per item to an invoice.

     

    First, turn on the discount feature in QuickBooks Online.

    1. Click the Gear ⚙ icon at the right top.
    2. Select Account and Settings.
    3. Go to Sales.
    4. In the Sales form content section, click the pencil ✏ icon to edit it.
    5. Mark the Discount box.
    6. QuickBooks automatically creates a discount account on your register.
    7. Click Save, then Done.

    Second, create a discount item with a fixed price.

    This will set a discount for the amount that you can add after each item.

    1. Click the Gear ⚙ icon at the right top.
    2. Select Products and Services under Lists.
    3. Click New.
    4. Select Non-inventory or Service for the type.
    5. Enter a 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. Click Save and close.

    Lastly, add the items created above to each item.

    1. Open the invoice.
    2. Enter another line item for the discount.
    3. Click Add subtotal to separate each item and its discount.
    4. Click Save and close.

    You can then record the payment once you receive the payment from the customer.

     

    I've also added this article if you need to apply discount to the total amount of the invoice: Add a discount to an invoice or sales receipt in QuickBooks Online. This link provides detailed steps and instructions.

     

    Let me know if there's anything else you need with your invoice and I'll get back to you.

    J
    jake-aswaniAuthor
    November 22, 2019

    Hello There 

    Thanks for your reply.

    However my cliente saw on another site where you can include a column on the invoice and put the percentage to get the discount.

    That option is not offered anymore ?

    Please let me know

    Attached link and site that showed that option

    https://quickbooks.intuit.com/learn-support/en-in/manage-customers-and-income/discount-by-line-item-on-invoices-and-sales-receipts/00/382272

    Cheers

    Jake

     

    G
    GraceC
    Level 4
    November 22, 2019

    Hello there, @jake-aswani.

     

    You can create a discount on the Product and Services page. Let me guide you how.

    1. Go to the Gear icon.
    2. Select Products and Services.
    3. Click New at the top right.
    4. Select Non-inventory or Service for Products/Services type, then complete the information needed.
    • In the Name field, enter Discount. If you plan to create multiple discount percentages, you can enter Discount and amount for the name (Example: $2 Discount).
    • In the Sales price/rate field, enter the discount amount as a negative.
    • From the Income account drop-down, select Discounts are given account.
    • Make sure the Is Taxable is not checked.

    5. Click Save and close.

     

    Once done, use the discount item for your invoice. Please follow the steps below.

    1. From the left panel, click New at the top.
    2. Under Customers, select Invoice.
    3. Select the customer.
    4. Add the product and services.
    5. Enter the Discount item (created in step 1).
    6. Select Save.

    For more details about this process, please refer to this article: Add a discount to an invoice or sales receipt in QuickBooks Online.

     

    Also, I've attached this article to give you more information on how to Download, match, and categorize your bank transactions.

     

    I'll be always happy to help you if you have any other questions and concerns, just add a comment below. Have a great day ahead!

    R
    Rasa-LilaMQuickBooks Team
    QuickBooks Team
    February 23, 2020

    Thanks for following on this thread, @JSPL.

     

    I appreciate you letting us know about the amount entered on the invoice. You’re correct. The Discount percent is 1.25%, and the Discount value should be 5 cents.


    I’ll send feedback about this on your behalf, so the information entered on the invoice will be corrected. For future reference, let me share the Applying Sales Tax to Transactions and Sales Forms article. It provides an overview of how to assign discount per line item in sales forms.

     

    Aside from posting questions, the Community platform is a great place to share your insights, and best practices using the product.

     

    Keep me posted if you have any other concerns. I'll pop right back in to assist further. Have a good one.

     

     

    S
    surchling
    October 14, 2020

    Hi@Rasa-LilaM and @ShiellaGraceA ,
    Can we please have the capability that is shown on other countries QBO as its vital that in our reporting we know what price our products are actually selling at with discount included. Its impossible to have a true GP% without it. Creating a discount service item doesn't do this.
    As far as I can tell India, france & mexico all have this feature now.
    I use QBO to see my whole business and sync in multiple sales channels. The information coming from Shopify for example has the discount on the line item, but when it appears in QBO its a total sale discount.
    Thanks Bianca

      E
      Egon Diggler
      October 16, 2020

      The workaround being proposed is embarrassing. I won't waste my time. Do better, QBO.

        A
        agolius
        February 23, 2022

        It looks like discounts should be applied before taxes - so any discount that you've created will be applied before the Sales Tax you've created. However, if I leave the Taxable box unchecked, taxes will be applied to the full price.

        Any thoughts?

        DivinaMercy_N
        DivinaMercy_NModerator
        Moderator
        February 23, 2022

        I've come to share information about your discount concern, @agolius.

         

        In QuickBooks Online (QBO), the total tax amount is calculated based on the total value of the invoice's items. With that said, when you manually add a discount value after you've selected all the items in the form, the taxable amount will change. 

         

        You can set the discount as a service item to prevent changing the taxable amount. This way, the discount will be manually calculated based on percentage. I'll show you how:

        1. In your QBO account, go to the Gear icon.
        2. Next, choose Products and Services.
        3. From there, click the New button.
        4. Select Service for Products/Services type.
        5. Then, in the Name field, type Discount. If in case you want to create multiple discount percentages, you can enter the percentage and Discount for the name. For instance: 10% Discount.
        6. Next, from the Sales price/rate field, input the discount amount as a negative.
        7. Then, select Discounts given account in the Income account drop-down.
        8. In the Sales tax category section, it depends on your state if sales tax is calculated after discounts are applied then mark the discount line taxable.
        9. Once done, click Save and close.

         

        When finished, you can now add the discount item to your invoices. For your reference, please see this article: Add a discount to an invoice or sales receipt in QuickBooks Online. 

         

        Additionally, feel free to visit this link to further guide you in adding sales tax to your invoices: Applying Tax to transactions and sales forms.

         

        Just in case you want to have a list of your customers’ outstanding balances to determine how much is still due and how long they’re past due are. You just simply need to run the accounts receivable ageing report in QBO. 

         

        You can always leave a reply below if you have any other concerns in applying discounts to your invoice transactions. I got your back. Have a good one. 

        R
        roijefiobwsrber
        February 28, 2022

        Short Answer:

        Quickbooks online used to do this, the feature was removed without reason. Use another software provider that doesn't pull valuable and useful features from their app.

        J
        jclose
        September 30, 2022

        I'm struggling with this issue as well - and would like to see a per-line-item Discount feature be added.  I'm adding Invoices via the QBO API, though.  The documentation for the API SEEMS to imply that it IS possible - but it doesn't work. 

         

        The documentation describes these attributes:

        SalesLineItemDetail.DiscountAmt

        SalesLineItemDetail.DiscountRate

         

        So... if you can't add a per-line discount directly to an Item line... what is the point of the API attributes?

         

        The presence of these attributes in the Create Invoice object certainly implies that it is possible.  But every time I add those attributes to my object, they appear to be ignored.  Which matches the user experience for QBOnline that is being discussed here. 

          Rubielyn_J
          Rubielyn_J
          Level 8
          September 30, 2022

          Thanks for joining this thread, @jclose.

           

          To help you with regards to seeing a per-line-item Discount feature be added to invoices via the QBO API, let me route you to the best support available. We have a forum called Intuit Developer where you can get an answer from one of the experts handling integration like API, developments, and other related concerns.

           

          I'd suggest posting your situation on their forum as they are the best gurus that can help you with your concern. I'd be glad to guide you on how:

           

          1. Proceed to this link: https://help.developer.intuit.com/s/
          2. Choose QuickBooks Online.
          3. Select Ask a Question.

           

          You'll want to check these articles to help manage your invoices and other sales forms in QuickBooks :

           

           

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

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