SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends June 27

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
Denise108
Level 1

Is anyone else using Price rules and experiencing the price rule not always being an option?

We have several Price Rules set for specific customers and specific Products/Services. However, there are times when an invoice is created and the default pricing is the only option. At the time the invoice is created, we verify the price rule applies and still don't have the drop down option in the rate for the price rule. Help?

1 Comment 1
SheandL
QuickBooks Team

Is anyone else using Price rules and experiencing the price rule not always being an option?

Let's connect you with the appropriate team who can further examine why you can't select the proper price rule for your item, Denise108.

 

Firstly, if what you've created is a recurring invoice that includes an item subject to price rules, please know that the rate will default to the product's price at the time the recurring transaction is created. For instance, if a price rule was applied during the initial setup, that rate will remain the same until you manually change it. 

 

For more details, please see this article: Set price rules in QuickBooks Online.

 

However, if you've only created a single invoice and you can't select the appropriate price rules for it, let's have you contact our live support team. They have the tools and expertise to check and determine the main cause of this matter. Also, they can promptly provide you with the most accurate resolution.

 

To contact them, here's how:

 

  1. Log in to your QuickBooks Online account.
  2. Go to the (?)Help button.
  3. You can utilize the QB Assistant by entering your question or topic, or using the Search tab to input a keyword for your concern.
  4. After entering your question or issue, the Contact Us option will show.
  5. Then, click the Contact Us button and choose your preferred method to connect with us. 

 

For users with Simple Start, Essentials, and Plus plans, our support team is available Monday to Friday, 6 AM to 6 PM PT, and Saturday from 6 AM to 3 PM PT. If you have an Advanced subscription, you can access our support team 24/7.

 

Here's an article that will help you if you need guidance in receiving customer-based payments in QuickBooks: Record invoice payments.

 

The Community forum is available to assist you with any sales forms concerns or questions. Feel free to click the Reply button if you have one.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us