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Fatih
Level 2

On an Invoice how can I show the Price level being used?

On an Invoice how can I or how can I show the Price level being used?

Solved
Best answer November 04, 2021

Best Answers
Ethel_A
QuickBooks Team

On an Invoice how can I show the Price level being used?

Hello, @Fatih.

 

Let me share some insights about showing the price level in an invoice using QuickBooks Desktop.

 

Here is a screenshot of an invoice I created using price level.

 

It does not have the price level name that I am using, but the price is using one.

 

There is no option to show the name of the price level in an invoice as it is not for the customer to see.

 

You can check this article to learn more about price level: Use Advanced Pricing.

 

Here is how you can apply the price level to an invoice.

 

After creating a price level, you'll have to set it up for your customers. Here's how:

  1. Select Customers, then Customer Center.
  2. Double-click the name of the customer.
  3. Choose Payment Settings from the drop-down menu.
  4. Click the price level established by clicking the PRICE LEVEL drop-down arrow.
  5. Hit OK.

I'm also adding this article to help you if you have concerns about QuickBooks Desktop: Help Articles

 

Let me know if you need anything else about the price level. Have a great day!

View solution in original post

3 Comments 3
Ethel_A
QuickBooks Team

On an Invoice how can I show the Price level being used?

Hello, @Fatih.

 

Let me share some insights about showing the price level in an invoice using QuickBooks Desktop.

 

Here is a screenshot of an invoice I created using price level.

 

It does not have the price level name that I am using, but the price is using one.

 

There is no option to show the name of the price level in an invoice as it is not for the customer to see.

 

You can check this article to learn more about price level: Use Advanced Pricing.

 

Here is how you can apply the price level to an invoice.

 

After creating a price level, you'll have to set it up for your customers. Here's how:

  1. Select Customers, then Customer Center.
  2. Double-click the name of the customer.
  3. Choose Payment Settings from the drop-down menu.
  4. Click the price level established by clicking the PRICE LEVEL drop-down arrow.
  5. Hit OK.

I'm also adding this article to help you if you have concerns about QuickBooks Desktop: Help Articles

 

Let me know if you need anything else about the price level. Have a great day!

Fatih
Level 2

On an Invoice how can I show the Price level being used?

TY you for the fast, comprehensive and accurate post.

 

Many of our customers have individual rate sheets that we have negotiated with them, even multiple ones for the same company for different regions! So we need to know which one we are and were using. Also they can audit us :) So they pull out and old invoice and say which price level was used for this invoice. So, a text field and typing it in is my solution. Thank you very much!

EACen
Level 1

On an Invoice how can I show the Price level being used?

"You can check this article to learn more about price level: Use Advanced Pricing."

It is my understanding that Advanced Pricing is only available in the Enterprise version, which is out of context to this inquiry tagged to Desktop version.

 

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