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Subject Author Date
Global Discount? Sharif T. Karim 02-02-2007
Posted by Sharif T. Karim on February 2, 2007, 11:44 pm
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How can I add a discount to the total of an invoice? I've been trying
to figure out how to do something like, if the invoice totals $500.00
- how can I give the total a 10% off discount?


Posted by John Pollard on February 3, 2007, 9:12 am
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Sharif T. Karim wrote:
> How can I add a discount to the total of an invoice? I've
> been trying to figure out how to do something like, if
> the invoice totals $500.00 - how can I give the total a
> 10% off discount?

Create a "subtotal" invoice item. Create a "discount" item (an
item with a negative "per item rate").

When creating the invoice, enter all the discountable items
first, enter the subtotal item after the last discountable item,
then enter the discount item right after the subtotal item.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Sharif on February 3, 2007, 11:16 am
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> Sharif T. Karim wrote:
> > How can I add a discount to the total of an invoice? I've
> > been trying to figure out how to do something like, if
> > the invoice totals $500.00 - how can I give the total a
> > 10% off discount?
>
> Create a "subtotal" invoice item. Create a "discount" item (an
> item with a negative "per item rate").
>
> When creating the invoice, enter all the discountable items
> first, enter the subtotal item after the last discountable item,
> then enter the discount item right after the subtotal item.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup

Okay so I hope I understand correctly, my invoice should look like
this:
- Item A - $5
- Item B - $20
- Item C - $100
<subtotal item> (how is this entered?)
10% off whole order (Discount item)

Total should be: $112.50


Posted by John Pollard on February 3, 2007, 12:16 pm
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Sharif wrote:
> wrote:
>> Sharif T. Karim wrote:
>>> How can I add a discount to the total of an invoice?
>>> I've been trying to figure out how to do something
>>> like, if the invoice totals $500.00 - how can I give
>>> the total a 10% off discount?
>>
>> Create a "subtotal" invoice item. Create a "discount"
>> item (an item with a negative "per item rate").
>>
>> When creating the invoice, enter all the discountable
>> items first, enter the subtotal item after the last
>> discountable item, then enter the discount item right
>> after the subtotal item.
>>
>> --
>> John Pollard
>> First initial underscore Last name at mchsi dot com
>> Please reply to newsgroup
>
> Okay so I hope I understand correctly, my invoice should
> look like this:
> - Item A - $5
> - Item B - $20
> - Item C - $100
> <subtotal item> (how is this entered?)

Assuming you have created a new invoice item with the "Subtotal
of previous items" box checked, you enter that in your invoice
just as you would any other invoice "item".

> 10% off whole order (Discount item)
>
> Total should be: $112.50

Sounds right to me.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Sharif on February 3, 2007, 3:31 pm
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> Sharif wrote:
> > wrote:
> >> Sharif T. Karim wrote:
> >>> How can I add a discount to the total of an invoice?
> >>> I've been trying to figure out how to do something
> >>> like, if the invoice totals $500.00 - how can I give
> >>> the total a 10% off discount?
>
> >> Create a "subtotal" invoice item. Create a "discount"
> >> item (an item with a negative "per item rate").
>
> >> When creating the invoice, enter all the discountable
> >> items first, enter the subtotal item after the last
> >> discountable item, then enter the discount item right
> >> after the subtotal item.
>
> >> --
> >> John Pollard
> >> First initial underscore Last name at mchsi dot com
> >> Please reply to newsgroup
>
> > Okay so I hope I understand correctly, my invoice should
> > look like this:
> > - Item A - $5
> > - Item B - $20
> > - Item C - $100
> > <subtotal item> (how is this entered?)
>
> Assuming you have created a new invoice item with the "Subtotal
> of previous items" box checked, you enter that in your invoice
> just as you would any other invoice "item".
>
> > 10% off whole order (Discount item)
>
> > Total should be: $112.50
>
> Sounds right to me.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup

Thanks so much for clearing all this up - finally got it. I had to
dump Microsoft Money because it couldnt do simple invoice tasks like
this! Thanks a lot.


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