Method Community

I would like to have the ability to add a total % discount to an Estimate or Invoice.  Currently this is how I do it......I had set up a new item called 5% discount which deducts 5% from the line item above.  Howver this only works when I isnert the 5% discount item right below any other line item.  If I dont put this discount item below each line item, it will only work for the line item directly above it.  This makes my estimates and invocies look sloppy when i have 5% discount listed 5 times when i have 5 other line items.  What I would like to do is add one discount to the bottom of the estimate and invoice that will subtract 5% or whatever % i choose from the total.  Is this possible?  And how do i go about setting this up to work?  Thank you

Hi David,

One way you can do this is to add a Subtotal line item before the Discount line item. The Discount item will then discount the subtotal. See my screenshot below. 

Let me know if this works for you!

Jason

Jason, when setting up the Discount item, which "account" would I use?   Accounts Receivable?  I plan on using this discount item on invoices and estimates.   Thanks

David,

This is more of a Quickbooks related support question. It may be useful to speak to a Quickbooks ProAdvisor about setting up accounts or deciding which one to use as this will affect your accounting. 

Jason

Agreed.  I found my answer with quickbooks forums. 

Let me know if I am able to hide the "subtotal line item" from the estimate/PO when viewing/printing

Hi David,

There is a way in the Report Designer to filter out certain item types. Before you open the Report Designer though, link the ItemType field from the Item table into the InvoiceLine table (you can do the same for the EstimateLine and PurchaseOrderLine tables, but I have used an invoice report in my example). 

Now in the Report Designer, go to the properties of the DetailReport band. Click the button next to the Filter String property. Here you can add the filter, see my screenshot below:

This should filter out all ItemType's that equal 'SubTotal' from your report. Hope this helps!

Jason

Works like a charm in my tests.  Thanks man!