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A
Anonymous
February 18, 2023
Question

Pricing Rules Don't Work with New Invoice Layout

  • February 18, 2023
  • 2 replies
  • 0 views

We have customers who pay different rates for the same product or service. So I activated Pricing Rules beta and created a rule for a given customer (ACME) a specific product (Widget A).

The regular unit price for Widget A is $150. But for ACME, they pay $100 for Widget A. So I created a pricing rule that applies only to ACME individually and only to Widget A individually. The price adjustment method is Custom price per item and the Start and End dates are blank which means the rule never expires. 

 

I create a new invoice for ACME and add the Widget A under Product or service. The price for Widget A is the default $150 and not $100 as per pricing rule.

This is using the the New Invoice Layout. But if I switch the Old Invoice Layout, it works. How can I get it to work with the new invoice format? 

    2 replies

    JoesemM
    JoesemM
    February 21, 2023

    Hi there, @RickMeister.

     

    I appreciate you for using the New Invoice Layout in QuickBooks. I'm here to help guide you with your price rules for invoices.

     

    At this time, the New Invoice Layout does not support Price Rules. This is why the price rule created did not work in your invoice and used the default one.

     

    For now, you can switch to the old invoice look by selecting Old Layout from the upper right-hand corner of a new invoice. From there, you can continue creating invoices with price rules. For more details about creating invoices and price rules, see these articles:

     

    Also, we appreciate your understanding and encourage you to share your concerns or ideas via the in-product Feedback tool. Doing this helps them understand the importance of this feature to you and your business. 

     

    Here's how to submit feedback:

     

    1. Go to the Gear icon.
    2. Select Feedback.
    3. Enter a brief description of your product suggestion.
    4. Click Next to submit feedback.

     

    I'm adding this article for you to keep track of the feedback request you've sent: Customer Feedback for QuickBooks Online.

     

    I've also included an article below to help add specific information to your sales forms and track your payments:

     

     

    Please let me know if there's anything else I can help you with QuickBooks. I want to make sure I've got you covered. Have a good day.

    A
    Anonymous
    February 23, 2023

    That's too bad. I was hoping to take advantage of the new layout as the stock invoices for the old layout aren't great. 

     

    Is pricing rules going to be available for the new invoice layout? Is this a planned feature?

    JaeAnnC
    JaeAnnC
    February 23, 2023

    Thanks for getting back to us, Rick.

     

    At this time, there's no specific time frame on when the price rules will be available in the new invoice layout of QuickBooks Online (QBO). While we value your input and opinions, feedback is subject to review and approval by our software engineers. Apart from that, we give priority to multiple interactions. That said, we're unable to guarantee that it will include in any upcoming product enhancements.

     

    As long as you submit a feature request to our product development team, rest assured that we'll roll out updates on our website once available. 

     

    Additionally, reports can provide information about your sales and inventory. In accordance with your company's needs, we may customize them to focus on particular areas of your business.

     

    You can drop by the Community anytime for additional assistance with price rules. We're always around to help.

    P
    pricerulespls
    May 10, 2024

    Anyone from Intuit want to chime in here? This is a major nuisance.

    J
    JanbonN
    May 10, 2024

    Price rules are still unavailable in the new invoice layout, @pricerulespls. Allow me to share details about this.

     

    We are currently working on improving the invoice layout, which may cause some functionalities to be unavailable. For more info, check this article: See what’s new with estimates and invoices in QuickBooks Online.

     

    In light of this, we would greatly appreciate it if you could share your valuable suggestions with our product development team. Your feedback will help us improve our interface and provide a better experience for you.

     

    To send your request:

     

    1. Go to the Gear icon.
    2. Select Feedback.
    3. Enter your comments or product suggestions.
    4. Tap Next to submit.

     

    Additionally, you can refer to this article about personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Let us know if you have other concerns regarding the new invoice layout. We're here to share details and provide assistance.

    Z
    ZennersPDX
    May 10, 2024

    Why bother having them if we cannot even use them? These are a crucial piece to our business and we are crippled without it. We are now having to look into additional applications and costs just to do the basic functions we have been using for years. When are these going to be available?

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