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  1. Jun 25, 2024 · To add a discount to the invoice or estimate, select ⚙ Manage. Turn on the Discount setting to add the discount field to your invoice or estimate. For sales receipts, you'll need to make sure the discount setting is turned on globally. Note: if you turn discounts off directly in an invoice or estimate, it turns it off in your global settings too.

  2. Aug 2, 2024 · Step 2: Apply a discount to a sales receipt. After you’ve turned on the discount setting, you can apply a discount as a percentage or as a dollar amount on a sales receipt. Select + New. Select Sales receipt. Fill out the form and add your products or services in the Product/Service column. To record a discount, select Discount percent to ...

  3. Jun 17, 2024 · Step 1: Create a Discount item. Select the Lists menu, then select Item list. Select the Item button, then select New. Select Discount from the type dropdown and fill out the needed info. You have the option to set a discount percentage or specified dollar amount. You’ll also need to specify the account to use to track your discounts.

  4. Jul 31, 2020 · Creating a discount item. In QuickBooks, click on the Lists menu and select "Item List". To add a discount item, open the Item List from within the Lists menu. At the bottom of the screen, click on the Item menu and select "New" from the pop-up menu. In the item details, select "Discount" from the drop-down list under Type.

  5. Step 1: Create a Discount Item. To add a discount to a QuickBooks invoice, initiate the process by creating a specific discount item within the software. This can be accomplished by accessing the ‘Lists’ menu and selecting ‘Item List’. Once there, click on ‘Item’ and choose ‘New’ to create a new item.

  6. Feb 22, 2019 · To access this, go to Gear icon > Account and Settings > Sales > check Discount box you see in the “Sales Form Content”: Once you check off this box, you then will notice a new Advanced setting to choose the discount “account”. It defaults to “Discounts given” a contra income account. This will show up in the income section of a P&L ...

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  8. Oct 6, 2021 · To set up Quantity Discount conditions: From the Lists menu, select Item; Double-click on an individual item for which you want to create a quantity discount. You can also create a new item. Select the Qty Discount; In the Quantity Discount window: In the Qty From column, enter the minimum number a customer must purchase to receive the discount ...

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