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JBodeBooks
Level 1

Product Pricing Rules

I set up Product Pricing Rules yet none of them work when creating an invoice. I've cleared my cache, turned Rate on and off, and several other things that were recommended online. Any other ideas?  

1 Comment 1
AbegailS_
QuickBooks Team

Product Pricing Rules

Hello there, @JBodeBooks.

 

I appreciate you for performing some steps to fix your issue about. Allow me to step in and help ensure the new price rule will come up on the invoice.

 

You'll want to make sure that the Rate column has been included in the Custom form styles template. To verify, follow these steps:

 

  1. Go to the Gear icon.
  2. Select Custom form styles.
  3. Choose a template, then click Edit under the Action tab.
  4. Select the Content tab.
  5. Select the Table section.
  6. Put a checkmark in the Rate column, then click Done.

 

If the steps above don't work, there's a possibility that the effective date isn't set up today. You can open the price rule and check the Start date and End date.

 

Then, make changes to it when needed to ensure the new price rule is applied to the invoice. Here's how:

 

  1. Go to Settings  and then select All Lists.
  2. Select Price Rules.
  3. Find the price rule, then click Edit under Actions.
  4. Modify the Start date and End date.
  5. Click Update Rule.
  6. Click Save and close.


I'm adding some screenshots for your visual reference:

 

For more tips about modifying sales forms in QuickBooks Online, you can refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If the issue persists, I suggest reaching out to our Customer Support. Their tools can help you check your account by isolating the error you’re having and helping you resolve it.

 

I'm including this article to learn more about price rules in QBO: Set price rules in QuickBooks Online.

 

I'll be here if you have other questions or concerns besides the price rules in QBO. I'd be happy to answer them for you. Take care and have a great day ahead!

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