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DeeDee55001
September 20, 2023
Question

Pricing for customers at a set price - NOT a percent

  • September 20, 2023
  • 1 reply
  • 0 views

Hello.  We use QB Desktop.  We sell a service that the pricing is SET by a contract price for each customer.  So, lets say Customer A is contracted to pay $19 each time they purchase that service.  But customer B has a contracted price of $16 for that same service and Customer C has a contracted rate of $24 for that same service.  How can we set it up so that when we are creating invoices and pull down a customer, then put in the item, that it automatically pulls in the correct price for each of the customers?  These prices are NOT based on a per cent (so I can't figure out how to make the price level thing work here since the pricing isn't based on a per cent).  They are set rates.  Thank you.

1 reply

C
ChristineJoieR
September 20, 2023

I can guide you through the process of doing it, @DeeDee. In QuickBooks Desktop, you have the ability to set up custom rates and prices for a particular customer. This feature is called price levels, and it allows you to set custom pricing for different customers or jobs. 

 

Once you create a price level and associate it with one or more customers or jobs, each time you create an invoice, estimate, sales receipt, sales order, or credit memo for those customers or jobs, QuickBooks automatically pulls up the correct custom price for a customer or job to create a price level, you need to create the price level first and then use it on sales forms to adjust the price of an item.

 

Here's how:

 

  1. Navigate to the List from the Menu bar.
  2. Go to Price Level List.
  3. Enter the billing rate level name, and choose the billing rate type.

 

    • Fixed Percentage Price Levels
    • Per Item Price Levels

 

I can share this page for more information about utilizing the price level in two separate ways: Set up custom rates or prices for employees, vendors, or customers.

 

I'm also adding this article for more details about class tracking : Create and manage classes in QuickBooks Desktop.Moreover, the following articles include all the information you require for QBDT's class-tracking functionality:

 

 

If you have any other concerns with your price lists, please let me know. I will make sure to provide you with additional information.

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