Apply a discounts, credits, or pre-payments to projects

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  • Updated 1 year ago
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How have people handled applying things like discounts, credits, or pre-payments on projects and ultimately on invoices that then will sync with QBO?
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Tony Weber

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Posted 1 year ago

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Aashnee Kamboj, Community Moderator

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Hi Tony,

Currently the only way of putting up the discounts on invoice is by adding ad-hoc line item. I will however, await the response from people handling sync with QBO for sure.

Thanks,
Aashnee
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Tony Weber

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I will however, await the response from people handling sync with QBO for sure.
Aashnee, what have you found out?
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JJ

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Another approach would be to create an expense called "Discount" or "Credit" with a negative dollar amount.  You can then add the expense to the invoice.
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Tony Weber

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Thank you JJ, for the suggestion. Aashnee, what do you think about this approach?
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Aashnee Kamboj, Community Moderator

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The expense with the negative amount will be added as an expense line item and will be explicitly shown to your client as an expense entry on the invoice.

If you are fine with showing this as an expense item, we believe that it is a perfect work around. In other ways, adding an Ad-Hoc line item will be a better choice
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JJ

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From our perspective, if you have communicated with your customer that you are providing them a discount or credit, then having it on the invoice makes it obvious and avoids the question by the customer did I get the discount we discussed.  So in those scenarios an expense is best.