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Level 1

Price Levels with Batch Invoicing - how to make work, Quickbooks Desktop?

Price levels work great with my individual Invoicing.  I have customers who get a 10% discount.  Works great.  However, when using Batch Invoicing for a certain service, the Price Level will not reflect for the customers who should get 10% discounts.

 

For instance, I have Service Fee 1 which is equal to $100 per month fee.  When I individually invoice customer A, the invoice is created showing a $90 balance.  Correct.

 

When I try to invoice a certain group of customers under Batch Invoicing, the invoice is created for these customers, including customer A, for the full $100 amount not showing the discount for Customer A as he is charged the full $100.  What am I doing wrong?

4 Comments
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QuickBooks Team

Price Levels with Batch Invoicing - how to make work, Quickbooks Desktop?

You're doing the right steps, SPLA.

 

For now, the price level can only be applied on individual invoices. I'll be sure to let our engineers know about this option for batch invoices. Feedback like this helps us decide which features to build and what improvements should be made to our platform.

 

If you have more suggestions or other concerns, please leave a comment on this thread and I'll get back to you. Thanks.

Highlighted
Level 1

Price Levels with Batch Invoicing - how to make work, Quickbooks Desktop?

I am going to try to do this with Terms such as 10% Net 30 for the customers getting the 10% discount.  However, I cannot figure out how to make the "discounted" price show up on the Invoice that is sent to the customer - how do I show the discount?

Highlighted
Level 1

Price Levels with Batch Invoicing - how to make work, Quickbooks Desktop?

I am going to try to use Terms such as 10% Net 30.  However, how do I show the discount on the invoice if the customer pays within 30 days?

Highlighted
QuickBooks Team

Price Levels with Batch Invoicing - how to make work, Quickbooks Desktop?

Thanks for getting back to us, SPLA. 

 

There are two ways on how we add discounts to an invoice. First is as a whole transactions and the other is per line item. If we'll want to use the payment terms for the whole customer's invoice, we can customize the template and check the Terms option for both Print and Screen. This way, it'll show on the customer's invoice when printed and we'll be able to see it when creating an invoice. 

 

I'll show you how: 

  1. Go to the Lists menu and select Templates
  2. Double-click the invoice template we use for the invoice. 
  3. If we want to create a new one, click the Template drop-down at the bottom and click New
  4. Select Additional Customization
  5. From the Header tab, check both Screen and Print for Terms. 
  6. Click OK and then OK to save. 

We can create an invoice and enter the Terms and click Preview the invoice on how it looks on your customer's end. 

 

If we want to create a discount to be applied for every item, we'll create a Discount item. Just click the Lists menu and click Item List. Click Item at the bottom to select New and click Discount as a Type

 

If you need more help, feel free to get back to me. 

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