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Missing discount tab in discount and credit screen from receive payments window

Trying to apply a discount to a Journal Entry that affects the Accounts Receivable (A/R) account.
By design, QuickBooks permits discounts to be applied only to sales type transactions (Invoices and Statement Charges). 

To discount a non-sales type transaction:

  • Enter a Credit Memo or credit the A/R account (with the Customer:Job) in a journal entry.
  • Afterwards, apply the credit to the transaction in Receive Payments.
Detailed Instruction

Solution 1: Create a Credit Memo


  1. Select the Customers menu and then select Create Credit Memos/Refunds.
  2. Select the Customer:Job.
  3. Select an Item and enter the amount.
  4. Click Save & Close.
     
  5. Select the Customers menu and then select Receive Payments.
  6. In the Received From field, select the Customer:Job.
  7. Click the Discount & Credits button.
  8. Select the credit, and then click Done.
  9. Click Save & Close.
     

Solution 2: Create a General Journal Entry


  1. From the Company menu, choose Make General Journal Entries.
  2. On the first line:
    1. Click the Account drop-down arrow and select Accounts Receivable.
    2. Enter the amount under the Credit column.
    3. In the Name column, Select the name of a customer or job.
  3. On the second line, select the discount account.
  4. Click Save & Close.
     
  5. From the Customer menu, choose Receive Payments.
  6. In the Received From field, select the Customer:Job.
  7. Click the Discount & Credits button.
  8. Select the credit, and then click Done.
  9. Click Save & Close.
     

KB ID# SLN42840
12/7/2016 8:01:45 PM
QYPPRDQBKSWS05 9138 Pro 2017 4e0363