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.

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?

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?

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. 

when will the price level feature be available for batch invoicing in quickbooks? Having to enter over 100 invoices individually is really tedious and time consuming.

Thanks

anyone know when price levels will be able to be used with batch invoicing? Having to enter individual invoices for like 100 customers is becoming tedious.

Hi @cathy624,

I'll handle this query for you about a feature you need in QuickBooks Desktop (QBDT). 

At this time, there isn't a specific date for when the feature you need will become available. I suggest you search for a third-party app that can provide this functionality for you. See this page: QuickBooks Desktop Apps. 

To stay on top of new features or updates about QBDT, check out this page: QuickBooks Product Updates. It lists new features and improvements for QBDT, among other Intuit products. 

Let me know if you have other concerns about the features available in QBDT. I'll answer them for you as soon as I can.