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L
LandR
September 17, 2025
Question

hello experts!Can I have someone explain how to get QB to accept a payment from a customer that applies a discount to the invoice for early payment?

  • September 17, 2025
  • 1 reply
  • 6 views

Some details: this customers payments have worked for about two years now. The customer uses Ariba for their billing system and forces me to work with Paymode in order to receive an ACH payment. This customer also discounts payments made within ten days by 2% at their option. I can see the bank transaction coming into my bank account from paymode. But QB refuses to let me assign this payment with discount to the correct invoice. In the past this worked fine. Now it is insisting I provide it with the bank account and routing number for Paymode. How could I possibly know this and who would tell me this information? I can't seem to override some security thing and I don't understand why this used to work. Thanks to anyone that might be able to help me through how to get this deposit to register in QB. This is a ridiculous problem-- I should know if I've been paid or not!

1 reply

I
Irene RQuickBooks Team
QuickBooks Team
September 17, 2025

Hi there, LandR.

 

I have a few questions before we proceed. Are you manually trying to record a payment in QuickBooks Online, or are you looking to match your bank transactions, given that the transactions are already in your bank feed?

 

If you are trying to match a discounted ACH payment to an invoice, you can select the Match option in the Bank Feeds to link them together for a partial payment of the invoice. To mark the invoice as fully paid, you can add the discount as an individual line item with a negative rate and a description. 

 

For example, since your customer made their payment within 10 days, they get a 2% discount. You can add Early Payment as a service item, then enter a rate in a negative (-) amount. To reuse this discount later, select the item and then select + Add new option.  

 

Here's a visual reference you can refer to:

 

This thread remains open if you meant something else. The Community team is here to help out.

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