QuickBooks for Mac 2014 User’s Guide 102
Applying a discount to a statement charge
Before you can apply a discount to a statement charge, you must first create an Other Charge item.
To apply a discount to a statement charge:
1 Choose Lists > Items.
2 Click the + at the bottom of the list.
3 In the Type field of the New Item window, choose Other Charge.
4 Enter an item name, such as “Statement Discount.” You don't have to assign a dollar amount or
percent yet.
5 Select an account for the item and click OK.
6 Open the register for the customer who you want to give a discount.
7 On the first blank line, select the other charge item you created (such as "Statement Discount").
8 For Amt Chrg, enter a negative dollar amount and a description.
9 Click Record.
10 Go to Receive Payments and select the same customer name you choose in Step 2. The statement
discount is shown as an existing credit that can be applied to an invoice now or when receiving
payment.
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