Automatically add Early Payment Discount on Customer Payment Receipts

Forum|Forum|2 years ago
December 26, 2023
1 reply
1 view

Is there a way to automatically add early payment discount on customer payment receipts? I currently go on Customers -> Receive Payments . Then for every invoice, I have to individually select the invoice number, hit "Discounts and Credits" and hit OK to have quickbooks calculate it. Is there anyway, to automatically do this step when I just click the arrow key?

The issue I have is that I process about 20 invoices at a time and it's repetitive. Unfortunately, I have some invoices that are % 10, Net 30 and some that are Net 30 for this particular client.

Any input to reduce these steps are greatly appreciated.

QuickBooks Enterprise Suite

SheandL

QuickBooks Team

Hello there, Ml_hmp.

I understand the benefits of automatically adding early payment discounts to your customer's payment receipts. In the meantime, I suggest sending request to our product engineering team so they can consider adding it to future updates. Here's how:

In the top navigation panel, choose Help.
Click Send Feedback Online, then select Product Suggestion.
A pop-up window will display, and you can now write a summary of your feedback.
After that, you can now hit Send Feedback.

If you want to edit the items in the list, you can reference this article for the detailed steps: Add, edit, and delete items.

Don't hesitate to leave a comment below if you have other questions regarding adding an automatic payment discount. We're always here to help.

MHO_dk

I submitted this as a feedback request. Maybe if enough people request it, they will add it as an option.

Geriatric

You would think at this stage that there would be a template to download which includes a column for Early Payment Discount. I am not able to customize that form to include it. Please let me know when it is possible to either download or customize. Thank you, Gerry

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