How I can input a deductible payment to sent the bill to the insurance????? How I can put a discount on the invoice...

Answer

Thanks for reaching out to the Community for assistance, willysautoglass,

I’m here to share information about the available features in QuickBooks Self-Employed.

Currently, the option to send a Bill is not an option. This feature is available in QuickBooks Online. You may also want to check other QuickBooks versions which have this feature. Here’s a comparison: https://quickbooks.intuit.com/pricing/.

As for the deductible payment, you can manually enter it to the transactions page.

To do this task, follow these steps:

  1. Click Transactions from the left navigation bar.
  2. Click Add transaction from the upper right hand.
  3. Enter the details for the specific deductible payment.
  4. Select a category.
  5. (Optional) Add notes for the specific transaction.
  6. Click Save.

For your other concern, to add a discount to your invoices, here’s what you’ll need to do:

  1. Click Invoices from the left navigation menu, then click the Create invoice button at the upper right hand.
  2. Enter customer information.
  3. Go to the DESCRIPTION section, then click Add work link.
  4. Enter the specific item, use Flat rate and enter Amount.
  5. Click Add to invoice.
  6. Click Add work link again, then in the description field, enter the specific discount name.
  7. Use flat rate and enter negative amount for the discount.
  8. Click Add to invoice.
  9. Click Send invoice button.

To know more on how Invoice feature works in QuickBooks Self-Employed, here’s some article that you can check:

If you have any other questions, please feel free to visit the Community again. Have a great day!

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