QuickBooks Online allows users two ways to enter a discount on an invoice:
- By amount
- By percentage
Both of these options are available only on the invoice level and not on the item level. It is important to note that Autofy only supports syncing to the Discount Amount.
In our example, we will be mapping from a Salesforce Opportunity to a QBO Invoice. First, we'll want to make sure we have a Discount Amount field on the Opportunity object. This needs to be the total amount of the discount being applied.
In our example, we have a field on the Opportunity called QB Discount Amount.
Next, the Salesforce discount field needs to be mapped to the QBO discount field.
Once this mapping has been added, it should appear as below:
After you have updated the mapping, we highly recommend that you run a few Single Record Syncs to confirm that the information is syncing as expected. You can access these step-by-step instructions here or a video on this process here.
Once the record syncs with the discount amount, the record in QBO should appear similar to the below:
Have additional questions? Reach out to email@example.com.