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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

5 Comments 5
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.

 

Vtabee
Level 2

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

Are there any updates to this?  It's frustrating to read "it is not for a customer to see" when in our company, yes it is.  I need to be able to show List price and Discount price on my invoice.  Has that been fixed yet?  I have the 2023 QB Accountant Desktop. 

ShyMae
QuickBooks Team

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

I understand that having the option to show the price level and discount price on the invoice for your customers to see is beneficial to your company, Vtabee. 

 

To improve your experience with our product and support, I recommend sending feedback to our product development team. Your suggestion will reviewed thoroughly and may be considered for future updates. 

 

Here's how:

 

  1. Hover to the Help menu, then select the Send Feedback Online option.
  2. Choose the Product Suggestion, and a pop-up window will appear. 
  3. Input your experience and suggestions in the space provided.
  4. Click the Send Feedback button.

 

In the meantime, you can include the price levels and discounts in the Memo field so that your customer will see them when they receive their invoices.

 

Here's how:

 

  1. Hover to Customers, then select Create Invoices
  2. Look for the Memo field and input your price levels.

 

For future reference, you can generate sales receipts when a customer visits your company's location to make a payment in person. It's a quick and easy way to record the transaction and provide proof of purchase. 

 

I'll be around to help whenever you need assistance with your invoices. Just click the reply button to enter your queries.

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