Skip to main content
A
armcorefrigeration
May 5, 2024
Question

Price Rules on New Invoice

  • May 5, 2024
  • 2 replies
  • 0 views

I tried to switch to the new invoice today to get acquainted with it, however when trying out making an invoice for a customer I noticed my price rules were not applying correctly & there was no drop down arrow to correct the price shown. Is this feature going to be corrected when they roll out the change tomorrow? Price rules are critical to our business & this update will not be a welcome change if it is not corrected. It will add hours onto my day that I don't have to spare. I don't understand how this is a positive update if you are taking away important, very useful features. Please help figure this out quickly.

2 replies

E
Erika_K
May 5, 2024

I'll share some insights into why Price Rules aren't showing on the new Invoice experience, armcore. Let's work together so you can apply the rules to your invoices. 

 

QuickBooks has recently released new updates about the Invoice layout. In line with this, Price Rules is unavailable for the updated experience. In this case, I recommend switching to the Old layout. You can check out this image to complete this action. 

 

However, if you don't have an option, I recommend submitting a feature request directly to our Developers. Doing so allows us to improve your experience with the program. This will be shared with our Product Development Team. 

 

Here's how: 

 

  1. Locate the Help option.
  2. Under Profile, choose Feedback.
  3. Enter your feedback suggestion.
  4. Hit the Next button.

 

You can stay up-to-date with the latest news about the product enhancements by reviewing Intuit's Product Updates webpage. 

 

Please feel free to comment below with any additional questions or concerns you have, armcore. I'll be here to offer a helping hand and ensure you can effectively manage your products and services and add price rules to your invoices within your QuickBooks system. Take care, and don't hesitate to reach out for further assistance.

A
armcorefrigerationAuthor
May 13, 2024

The ability to switch to the old layout has now been taken away. Yet the price rules are still not fixed. My company is losing thousands of dollars because I cannot get the bills sent to the customers in a timely manner. Do you have a timeline of when price rules will be added back or if they are even going to be fixed? I need to know if its time to look for a new invoicing system. 

Clark_B
Clark_B
May 13, 2024

Allow me to chime in and provide information about the price rules on the new invoice, @armcorefrigeration.

 

To begin with, starting from May 6, 2024, QuickBooks has transitioned all users to the new invoice and estimate interface. It'll not be possible to revert to the old layout. This update is intended to enhance the customer experience by introducing more features and faster development through improved back-end technology. While some old features may no longer be available, the new version offers enhanced functionality and customization options.

 

To learn more about the new estimates and invoice layout, check this article: See what's new with estimates and invoices in QBO

 

In addition, the price rules feature is still in beta pace and is only accessible to selected customers. Please note that this option isn't available in QuickBooks Online (QBO) Simple Start and Essentials. Also, we don't have a specific timeframe for when the price rules feature will be added to the new layout of the invoice.

 

For more detailed information about price rules, check this article: Set price rules in QBO

 

To help you personalize and add specific information to your sales forms, check this article: Customize invoices, estimates, and sales receipts

 

If you have any concerns about the price rules or anything else in QuickBooks, please tag me in the comment section, @armcorefrigeration. I'll assist you in any way possible.

E
El Contador
May 14, 2024

This is worst update I have ever seen.  Options hidden.  No data carrying from estimate to invoice.  This is just wasting time and making everything slower.  

 

    Terms & ConditionsAccessibility statement