I appreciate the significance of implementing price rules in your sales receipts and recognize how this feature can greatly enhance your billing processes, @marksoar.
As an alternative, I'd recommend setting up recurring sales receipts which can be tailored with adjusted prices for different sub-clients. I'm here to guide you through this process.
- Go to the Gear icon and click on Recurring transaction. Then, Select New.
- Select Sales Receipt as the Transaction type from the drop-down list.
- Hit OK.
- Enter a Template name to help you identify it's for a sub-client.
- From the Type dropdown, choose Unscheduled.
- Choose a sub-client from the Customer (or Client) dropdown.
- Select the Product/Service and enter an adjusted Rate for the sub-client.
- Review other details. Then, click on Save template.
You can repeat the steps to create one for your other sub-clients. To use the Sales Receipt template, go to the Recurring Transactions page again and click Use from the Action column.
Additionally, because the price rules do not appear in your sales receipt, I suggest submitting feedback to our engineering team. This will prompt them to review this functionality and potentially implement this feature. Here's how:
- Go to the Gear icon.
- Choose Feedback.
- Enter your product suggestions.
- Click Submit.
Furthermore, you can also track the status of your feedback.
Moreover, if you want to change a recurring transaction template, you refer to this article: Edit a recurring template in QuickBooks Online
Please feel free to share any additional details or questions you may have about recurring transactions, and we'll do our best to assist you. Thank you for your understanding and cooperation.
