Line item discounts based on customer - missing feature?

Hello there, @ATLSteve.

I understand the challenges of transitioning to a new platform. Rest assured, I'm here to ensure your invoicing process remains efficient and accurate. 

In QuickBooks Desktop, you can create price rules with conditions based on customer, item, sales rep, and class. However, this option in QBO is unavailable. 

In the meantime, we can discount a percentage of an invoice or sales receipt. If you have set discounts with fixed prices, you can utilize this link to help add them as a line item on your form: Add a discount to an invoice or sales receipt in QuickBooks Online.

Otherwise, you can visit the QuickBooks App Store, where you can explore a variety of third-party payment apps that are compatible with QuickBooks. These apps are designed to facilitate adding discounts and may offer the features and functionality you require. 

In addition, I will provide you with a link that offers guidance on customizing sales forms in QuickBooks Online. This resource will assist you in personalizing your invoices, estimates, and sales receipts to better suit your business needs: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

Don't hesitate to tag my name if you have further queries about recording discounts in QBO. I'll be around to help always.

@ATLSteve 

"Is this even possible with QB Online?"

Not exactly.  You can add your customer's terms to their customer profile so they are listed on their invoice but it doesn't automatically apply the discount to the line items.  

As a side note, I'm not sure about your industry but that is pretty standard in many.  I was a corporate controller for many years and our companies had over 1,000 vendors with various discounts.  90% of our vendors listed the products at the list price with our specific customer discount listed under 'Terms' on the invoice and it was up to us, as the customer, to take the discount.           

This is not at all accurate.  Under "Lists-->Price Rules" you can create customer specific discounts/pricing rules in Quickbooks online.