There may be times when you want to offer a discount to your customers on an order. Luckily, Boatyard makes it easy to apply discounts with just a few clicks. In this article, we will walk you through the steps to apply discounts to orders in Boatyard.
How Boatyard applies discounts
Boatyard applies discounts to the order subtotal before sales tax is calculated. This means your customer's discount is applied first, and sales tax is only calculated on the discounted amount.
Please check your QuickBooks settings to ensure that it is also applying the discount BEFORE sales tax. If it is applying the discount after tax, there will be a difference in the invoice totals between Boatyard and QuickBooks.
If you use the QuickBooks integration
If you have set up the integration between Boatyard and QuickBooks, there is an additional step you need to take to ensure that discounts from Boatyard are applied correctly once invoices are sent to QuickBooks.
In QuickBooks, you will need to make sure that the "Total Discount" option is checked in your sales invoice settings. You will also want to confirm that QuickBooks is set to apply the discount before tax. This ensures that QuickBooks handles the discount the same way Boatyard does, so your invoice totals match.
And that's it! You have successfully ensured that discounts will be reflected correctly in QuickBooks if you choose to use them in Boatyard.
