JenoP
Moderator

Sales & Customers

Thanks for joining us here, wmldwilly.

 

I'll share the steps that are for the Mac version. First, create the Discount item. Here's how:

 

  1. Go to the Lists menu, then select Items.
  2. Click New.
  3. Select Discount and enter all other details. 
  4. Click Save.

You can also add the item right from the invoice itself. Just select a line, then enter the name of the discount . Then, click Set Up whenever asked if you to set it up. For more information about setting up items in QuickBooks Desktop or Mac, please see open this support article: Add, Edit, And Delete Items.

 

Then, follow the steps in this article on how to add the item on your invoice template: Use And Customize Form Templates.

 

Visit us again in the Community if you have other questions.