Applying discounts to invoices in QuickBooks is a great way to offer incentives to customers. Follow these simple steps to apply discounts effectively:

1. Create a New Invoice

  • Log in to your QuickBooks account. 
  • Navigate to the Sales section and select Invoices. 
  • Click on Create Invoice to start a new invoice. 

2. Add Line Items

  • Enter the customer’s information and add the products or services you are billing for. 
  • Include all relevant line items as needed. 

3. Enter the Discount

  • After adding line items, look for the Discount field. 
  • Enter the discount amount or percentage you wish to apply to the invoice. 

4. Finalize the Invoice

  • Review the invoice to ensure all details, including the applied discount, are accurate. 
  • Adjust any other fields, such as payment terms or due date, if necessary. 

5. Send the Invoice

  • Once you’re satisfied with the invoice, click on Save and Send to email it to the customer or Save and Close to keep it in your records. 

By following these steps, you can easily apply discounts to invoices in QuickBooks, enhancing customer satisfaction and encouraging timely payments.