Thank you everyone for engaging about the need for a discount column in Bills with us here.
While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;
Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
Use a separate line of the bill to enter a whole amount discount with a negative Price amount
If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal will show “includes a discount of ‘x’”
As we continue to uplift areas of Bills this is a feature that our product team are aware of, and would like to solve for. Though we can’t provide any time frames as yet, we'll keep you updated through this thread as soon as there's movement to share.
Thank you everyone for engaging about the need for a discount column in Bills with us here.
While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;
Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
Use a separate line of the bill to enter a whole amount discount with a negative Price amount
If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal…
we own an incorporated society which relies on sponsorship regularly for our events. These sponsors usually give us discounts be it $s or %. it would be great to have this as a column rather than a row as it can vary. if it could be next to tax rate and the algorithm could be set up to understand the difference between % and $ so that each item can be filled separately for whichever it needs. At the moment I'm writing incl 10% (eg) discount. in the description and deduct it as amount. I'm not having a multiplied decimal as this will add confusion for our suppliers/sponsors and we don't want to lose them. We'd also like it to be user friendly for us who are already putting far to much effort into having to use valuable time to learn new and unwanted skills
we own an incorporated society which relies on sponsorship regularly for our events. These sponsors usually give us discounts be it $s or %. it would be great to have this as a column rather than a row as it can vary. if it could be next to tax rate and the algorithm could be set up to understand the difference between % and $ so that each item can be filled separately for whichever it needs. At the moment I'm writing incl 10% (eg) discount. in the description and deduct it as amount. I'm not having a multiplied decimal as this will add confusion for our suppliers/sponsors and we don't want to lose them. We'd also like it to be user friendly for us who are already putting far to much effort into having to use valuable time to learn new and unwanted skills