Hi there, I want to add a discount to my QBO estimate, and there is a field in the module that implies there should be a discount field, but there is not one in the module. Estimates can be easily turned into invoices in QBO, and I noticed the “create invoice” module does have the option to add a discount. Is there a glitch going on why a discount can’t be added to an estimate or is this an API limitation?
This is what it shows in the create estimate module, but there is no discount field:
There is a discount field the create invoice module - it would be great if it this discount field was available in the create estimate module. Would not let me add another screenshot to show you.
Hello,
Adding discount seems to be possible according to API documentation -
You can create custom API call using Make an API call module.
Unfortunately you should create whole estimate using custom call as Sparse update an estimate method requires passing whole collection of line items so it is pointless to create estimate using native module and then add discount.
You can also try to contact Make.com support and suggest update of the module.
You hit a known limitation of Make’s pre-built QuickBooks module — the native “Create Estimate” module omits the DiscountLineDetail array in its UI interface, even though QBO’s underlying API fully supports discounts on estimates.
The most reliable solution is to replace the standard module with Make’s “Make an API Call” module targeting /v3/company/{companyId}/estimate. This allows you to pass the complete JSON payload directly to QuickBooks, including the discount block: