Invoice subtotals and line item discounts
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Laura Townsend
I would like to be able to subtotal lines within an invoice, and apply a discount ($dollar amount OR percentage) to that subtotal or individual line items.
e.g. I may have one invoice where I want to discount one category of work on the invoice, but not another. And I may want to take off a dollar amount, not a percentage.
Right now my workaround is to add a line item with a negative dollar amount. But my accountant said that's not going to be tracked correctly. (I don't know if that's true or not.)
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Goran
Agree.. I offer a specific discount on just one service for older customers. Need to show that the discount only applies to that item and not the whole invoice.
Peter Varnai
Agreed! :) a dollar amount option might be awesome!
Austin Morrow
Merged in a post:
Line Item Discounts on Invoice
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Laura Townsend
I need to be able to
Take a percent or dollar amount off invoice line items.
It would also be nice to be able to sub total parts of the invoice then maybe give a discount to a sub totaled amount.
E.g. I may have 8 line items on one invoice. 5 are products and 3 are services. Maybe I want to subtotal the services and give a $200 discount. Or 15% discount.
Maybe one product is on sale and that is the only item I want to discount.
My workaround is to add a manual line item of a negative amount, but my accountant says this doesn't get categorized properly for bookkeeping purposes.
Right now I see where I can give a discount as a percent off the total only.
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Jibby Bond
Yes! I think having the option for both % AND $ is very important