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Add a Discount Line Item on Invoices

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Use a discount line item if you need to apply discount to one or more items on the invoice/sales receipts (instead of the entire invoice).

Step 1: Create the Discount item.

  1. Select the Gear icon at the top,
  2. Under Lists, select Products and Services.
  3. At the top right, select New.
  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 given account.
    • Make sure the Is Taxable is not checked.
  5. Select Save and close.

Step 2: Use the Discount item on an invoice/sales receipt.

  1. Select the Plus (+) icon at the top.
  2. Under Customers, select Invoice (or Sales Receipt).
  3. Select the customer.
  4. Add the product and services.
  5. Enter the Discount item (created in step 1).
  6. Select Save.

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.

If you are applying a discount for the entire invoice/sales receipt, you need to enable Discounts for the company file.

  1. Select the Gear icon at the top.
  2. Under Your Company, chooseAccounts and Settings (or Company Settings).
  3. Go to the Sales tab, thenselect the pencil icon in the Sales form content section.
  4. Put a check mark on the Discount box, then select Save and Done.

Once the Discounts feature is enabled, you’ll see a drop-down that will let you add Discount percent or Discount value at the bottom of your invoice/sales receipts.

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