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Replying to:
LauraAB
QuickBooks Team

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Hello julianesm,

 

I can absolutely go over the options in QuickBooks Online so you have a better sense of what's going on before starting to use the program. I'd love to have you join us, but I know how important it is to make sure you have the right fit for your business.

 

In QuickBooks Online, there's a discount field that can be added to your sales transactions that would accommodate the entire invoice and you can choose to have it calculate in dollars or as a percentage (this is toggled right on the sales form). To turn this on, you can follow the steps from the original response to this thread. Here's a peek at what it would look like on an invoice as an example.

 

 

To have a discount that relates to each line item specifically (for example if you have different discounts that apply to different lines), it'll mean setting up discount items in the products and services section, manually calculating the amount of the discount, then adding it to an invoice as a negative line item to subtract from the total. To do this, follow these steps.

 

  1. Hover over the Sales menu.
  2. Choose Products and Services.
  3. Click New.
  4. Choose the item type.
  5. Set up the discount item as needed.
  6. Hit Save and close when done.

When you add the discount item to the invoice, be sure to choose a sales tax option such as Out of Scope so that it doesn't affect your taxes. Here's how it might look.

 

 

I hope that helps! Feel free to play around with these options using the QuickBooks Online Test Drive account. This gives you access to a mock account with data so you can try out the features available.

 

That should get you on your way, but I'm here if you have further questions.

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