Is it possible to add discounts to a purchase that was previously put on "account"

I allow my employees to take products and pay later.  As of now, they ring the items and place the receipt on hold until I can go back in and add their employee discount.  Held receipts get deleted by accident a lot.  

I would like for the employees to put their items on "account" instead.  Is there a way for me to go back and add a discount to purchases that were previously put on "account"?

Answer

Welcome to the QuickBooks Community, jencdudley.

Let me address your concern about adding discounts on previously recorded receipts in Point of Sale (POS).

The ability to add discounts to a transaction that has already been placed in POS is not an option. In this case, you'll need to reverse and recreate the transaction with a discount.

Reversing a historical document has the opposite effect on the inventory of the original. For example, if the original document was a sales receipt that subtracted items from inventory, then reversing it adds the item back to inventory. It does this by creating a new reversing document. In the case of a sales receipt, please know that the reversing document is a return receipt.

To reverse a historical document, please follow these steps:

  1. Locate and highlight/display the document to be reversed in the applicable history list.
  2. Select Reverse from the I Want To menu.
  3. The Reversing Document dialog will be displayed. If necessary, select your name from the Associate field drop-down list and choose OK.

Then, you can now create a new receipt with a discount. Please know that the reversing document will be automatically created and added to the history list. Once completed, the original document will be flagged as Reversed in the Status field and the new document that was created will be marked Reversing. The Status field is displayed in the history list of each document type.

If the reversed document references an order document, the fill status and balances of the order document are updated to reflect the change, provided it has not been deleted. If an item previously deleted from inventory is included in the document being reversed, POS automatically adds the item back to inventory. 

I've got an article about POS user guide for your reference: QuickBooks Desktop Point of Sale User Guide.

That'll do it. From there, you'll be able to create a receipt with a discount. 

Please let me know if you have further questions and I'm always glad to help. Have a wonderful day.

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IntuitJane , Community Support Specialist
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