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Maintaining the productivity and accuracy of your invoicing process through price rules is convenient indeed, Lawson. Let's check your audit log and troubleshoot to ensure the correct display of the adjusted price rate on your invoices.
If you generate an invoice before setting the Increment option under the Rounding section of a price rule, the item's rate will not adjust to the rounded amount. The invoice will maintain the rate of the item as it was when the transaction was created. For instance, if the rates are changed, it won't update the previous transactions and will only reflect future invoices.
However, if there are no modifications to the price rule, check the Audit Log to trace revisions or activities within your company file. I'll show you how.
- Go to the Gear icon, then select Audit log under the Tools column.
- Set the User and Date Changed fields for easy tracking.
- On the Events box, choose Lists.
- Locate the item under the Event column and click View under the History column to review all changes made within the system.
Otherwise, you can delete the invoice and recreate it. If the issue persists, log into your account through an incognito or private window. This mode doesn't retain cache to verify if it's a webpage issue.
Here are the keyboard shortcuts you can use:
- For Firefox, press Ctrl + Shift + P
- For Chrome, press Ctrl + Shift + N
- For Safari, hold down Command + Shift + N
If it works, clear the browser's cache to start with a clean slate. You can also use other supported browsers as an alternative to your regular one.
Additionally, you can seek assistance from QuickBooks Live Expert Assisted to receive appropriate guidance on monitoring sales entries and customer payments.
Moreover, check out this article to learn more about its function for transactions, eligibility, and inventory bundles: Set price rules in QuickBooks Online.
Furthermore, save this reference to document your receivables in the program: Record invoice payments in QuickBooks Online.
We recognize the convenience of the price rules feature in streamlining your business workflow. For additional questions about managing products and services or sales entries, add them below. We'll be here to assist you.
