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Automate Discounts

Posted by jasperbookkeeper 
Automate Discounts
November 17, 2015 08:14PM
I'm trying to find a way to automate discounts for particular customers who always get discounts. Can anyone tell me how to do this?
Re: Automate Discounts
December 03, 2015 05:34PM

QuickBooks doesn't automatically apply a discount to a customer's Invoice or Sales Receipt but you can make it so the available discount shows on the Sales Form. First, in the Customer Center, go to that customer, click on the Additional Info tab, on the right add in the Custom Fields a Discount Available field and enter the discount rate you want to use for that customer.

Then change the template for the sales forms to add the Discount Available field on the forms so you can see it every time you bill that customer. Make sure to add the Sub-Total item line so you can then discount the entire invoice.

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