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jennifer103
Level 1

Price rules are not coming up on invoice or estimates

My price rules for wholesale customer's use to work but now it doesn't
9 Comments 9
Archie_B
QuickBooks Team

Price rules are not coming up on invoice or estimates

Hi, jennifer103!

It is nice to know you're using the QuickBooks features.

You can set up and apply pricing rules if you're using QuickBooks Online in a web browser. 

 

Here's how:

 

  1. Go to Settings ⚙ and select Account and Settings.
  2. Select the Sales tab.
  3. In the Products and services section, if the Turn on price rules Beta is switched off.
  4. You can click Edit ✏️ icon, and select Turn on price rules Beta.
  5. Click Save and then Done.

 

If you're using QuickBooks Online mobile app, the pricing rules won't apply. You can also check this article on how to clear cache and cookies. This will help the web pages to load data properly and fix minor issues.

I'll be here if you have further questions about price rules. Have a nice weekend!

jennifer103
Level 1

Price rules are not coming up on invoice or estimates

Price rules are turned on and I tried clearing cache and cookies. The price rules still will not apply to invoices and estimates. This use to work but not it does not work.

JenoP
QuickBooks Team

Price rules are not coming up on invoice or estimates

Thanks for getting back to us and for sharing updates, jennifer103. 

 

We'd want to take a closer look at the price rules to check why it's no longer applying when creating invoices and estimates. In this case, I would recommend reaching out to our chat or phone support teams. They'll be able to ask for more details to help you sort it out.  Here's how: 

 

  1. Click Help in the upper right-hand corner of QBO.
  2. Look for Talk to a human and click on it. 
  3. Type in "support" or "contact support" again and press Enter.
  4. Click I still need a human.
  5. Select Get help from a human.
  6. Choose between Chat with us or Have us call you

 

They're open from Monday to Friday, in between 6 AM to 6 PM Pacific Time. They're also open every Saturday, from 6 AM to 3 PM PT. Here's an article for more details: QuickBooks Online Support.

 

Let me know if you need anything else. We're always here to help. 

 

PTP77
Level 2

Price rules are not coming up on invoice or estimates

What was the fix for this, it is not working on mine either?  I tried 3 different chats and got disconnected before there was anything resolved. 

Kevin_C
QuickBooks Team

Price rules are not coming up on invoice or estimates

Thank you for bringing this to our attention, @PTP77. I'll be sharing some insights about the price rules not showing up on invoices in QuickBooks Online (QBO).

 

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.

 

I'm adding some screenshots for your visual reference:

 

Form styles1.PNG

 

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!

PTP77
Level 2

Price rules are not coming up on invoice or estimates

Great write up and thinks for pics.  My rate tab was marked, I unclicked and re-clicked, refreshed the page, and it still isn't applying the price rules.  

MaryLandT
Moderator

Price rules are not coming up on invoice or estimates

Allow me to step in and help ensure the new price rule will come up on the invoice, PTP77.

 

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.

 

Once done, create an invoice and check again the new price. 

 

Please get back to me for updates about applying the price rules concerns by commenting below. I'll be right here to always help you.

PTP77
Level 2

Price rules are not coming up on invoice or estimates

I have start dates, but no end dates.  Just to make sure we are on the same page.  I setup price rules per customer.  So if I setup a customer for a 10% markup, when i start a ticket for that customer, every item I enter will automatically get raised 10% correct ? 

JessT
QuickBooks Team

Price rules are not coming up on invoice or estimates

Allow me to step in to continue helping you, PTP77.

 

Yes, you are correct as long as you selected All products and services in the Products and services field. Otherwise, the 10% markup will only apply to the product type or the list of individual products you chose.

 

 

If the conditions of your price rule are similar to my sample but don’t add 10% markup to transactions, it’s best to contact our QBO Support again to investigate it further. You can reach them in the morning when the chat or call volume is low.

 

I can see that my colleagues have shared references about the price rule. If you want to see more articles for QBO, just go to the main QuickBooks Support page and click More topics.

 

I'm just right here if you have any other follow-up questions. Take care and have a good one!

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