QB Issue Resolution:
Hope you had a nice weekend! Here’s how to discount through a line item in an invoice.
To create line item discounts in invoices, create a product/service item that uses the Discounts income account and calculates the discount.
Create the product service item:
Choose Gear Icon > Products and Services List.
At the bottom, click New.
In the Name field, enter Discount, or if you want multiple discount percentages, enter Discount and the percentage amount.
In the Rate field, enter the percentage as a negative, such as -2% (being sure to use the % sign).
From the Account drop down list, select the Discounts income account.
Make sure Is Taxable is not checked.
To use the product service item:
Choose Plus Sign Icon > Invoice or Sales Receipt.
Select the Customer.
Enter items that will be discounted.
Select the Discount product/service item.
If only items that will be discounted are on the invoice, enter the invoice subtotal dollar amount in the Quantity field. The program will calculate the discount and enter it as a negative amount.
Enter any further items.
Note: The discount item can be added anywhere in the invoice. As long as the correct quantity is entered it will calculate the correct discount amount. Only use the subtotal of the invoice if only items to be discounted are listed on it.
Hope this helps!
Resolution for Issue 'I received a payment from a client with some discount. How can I apply it at the moment I’m recording the payment?' available: Yes (Solved).
Source: Intuit Community forum.
I received a payment from a client with some discount. How can I apply it at the moment I’m recording the payment?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Payment
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