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JGARCIA83
Level 1

Price list column on Invoice

Hello,

I use Quickbooks Enterprise 20.0.   I want to add a column on the invoice to select the price list for each item.  

Is it possible?

 

Thanks in advance.

3 Comments 3
MirriamM
Moderator

Price list column on Invoice

Welcome to the Community forum, @JGARCIA83.

 

Let me guide you in adding a column on your invoice form in QuickBooks Desktop (QBDT).

 

Here's how:

  1. Go to the Lists menu at the top.
  2. Select Templates.
  3. Locate the invoice template.
  4. Right-click and select the Edit Template
  5. In the Basic Customization window, click the Additional Customization button at the bottom.
  6. In the Additional Customization, go to the Columns tab.
  7. Put a checkmark in the boxes labelled Other 1 or Other 2.
  8. Under the Title column, type the name of the column, like Price List.
  9. Click OK twice.

Once done, try to create an invoice again. The Price List column should now be showing.

 

Let me know if you have further questions or concerns. I'm always here to lend a helping hand. Have a beautiful day!

JGARCIA83
Level 1

Price list column on Invoice

Thank you for your reply!!

But I want the price for each item to change depending the price list selected.  How can I set that up??

Charies_M
Moderator

Price list column on Invoice

I appreciate you adding clarifications to your concern, JGARCIA83.

 

To achieve your goal, we'll want to enable the Advanced Pricing feature in the Sales & Customers Preferences. This way, you can set prices for each of your items.

 

Here's how:

 

  1. Go to Edit and choose Preferences.
  2. On the left panel, click Sales & Customers.
  3. Select the Company Preference tab, and under the Custom Pricing section, click the Get started with Advanced Pricing link.
  4. Follow the on-screen instructions.
  5. Click OK once done.

On the other hand, you can manually add the price levels on the item price list report by following these steps:

 

  1. Go to Reports and choose  List.
  2. Select Item Price List.
  3. Click the Customize Report button.
  4. In the Column search field, type the item name.
  5. Select the items you want to include in the report and click OK.

Once you have all the items with their price rule, you can click the Print button. 

 

Then, you'll want to open the Price Rule list to display the items with their price rule. To do that, go to the Lists menu, and select Price Rule List.

 

In case you'd like to know more about how Price rules work in QBDT, you can check out this article: Use Advanced Pricing.

 

For tips and related articles in the future about the "How Do I" steps in QuickBooks Desktop, visit our QuickBooks Community help website for reference.

 

Should you need additional help in managing price rules on invoices or completing any task with QuickBooks, you can always find me here. I'm just one comment away.

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