Invoice discounts not working properly: discount amount reverts to zero.

dovetaler

Before saving an invoice with discount item(s), the discount(s) appear correctly; however, after saving the discount amount reverts to zero (0.00).

I have screenshots to share, and I have upgraded to latest version/build of Quicken (R40.21. Build 27.1.40.21.

Please help. Thanks.

UKR

Thanks for the images.
It has always been my understanding that a "subtotal" line item applies to all the line items above, not a subset of just a few line items. With it came my assumption that you could have only 1 subtotal line item per invoice.

The "discount" line item when defined with Rate = -xx and "percentage" checked applies to the preceding line item or subtotal item. In that case it's a calculated line item and you cannot enter a finite amount.
If you want to give a fixed amount of discount, e.g., $45.00, you need to redefine the item definition as if it was a regular sale item, with a rate of -45 and "percentage" not checked. Then, when entering the discount item, enter Qty =1, verify rate = -45 (or override) and you should get a correct $-45.00 discount item that survives saving the invoice, and you should be able to have as many of those as you need per invoice.

I noticed that you appear to have customized your invoice format and removed the Qty. and Rate (price per item) columns. IMHO, it would be better to put them back in. Qty. = 1 is not assumed for every item and may need to be specified whenever someone buys more than 1 of the same item.