Currently, the price rule is only apply for Estimates, Invoice Sales Order and, Sales receipt of the customer.
I suggestmanually enter the price rule or the price change under the credit transaction with associated items.
If you want to use the price rule in the estimate and invoices or other sales transaction, I suggest creating conditions for the rule first. To do this, you'll need to edit the price rule you created. Then, make sure to have an item associated with it.
Click the Lists menu.
Select the Price Rule List.
Choose the price rule you've created and right click it to select Edit price rule.
From the conditions field, select the + button to add a condition.
Choose the first drop-down arrow and select whether the condition applies to Item, Customers, Class, or Sales Reps.
Select the next drop-down arrow and select from the available choices, which vary depending on the type of condition you're creating.
Set the price. In the field, enter a percent or an amount to adjust the price. Then, choose the drop-down arrows to finish setting the price.
This does not solve my problem. I have the customer set up on the price rule but it only works for invoices not credits. The credit gives retail amount for any credits. Not sure how else to set it up so it would give the same price we charged when giving a credit (most customers have a price rule with override prices)
Price rules are automatically to all sales transactions including estimates, Chad.
Let's try a few steps that can resolve unexpected results when working in QuickBooks Desktop.
Start by making sure that your QuickBooks is on the latest maintenance release. Regularly updating the software installs and apply fixes to minor software issues. Use this article as a guide: Update QuickBooks Desktop to the latest release.
Once done, create another estimate to check if the price rule is already working. Just in case you can still see that the rule is not applying to the estimate, let's proceed to repairing the software. Here's an article to guide you through: Repair your QuickBooks Desktop for Windows.
Keep us posted by adding another reply below. I'll be right back to help you further.