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Other questions
I appreciate you joining the thread, Emily. I'll address your concern about the price rule feature in the new invoice layout.
Yes, I agree that beginning May 6th, all Plus and Advanced users will be migrated to the new experience, and there will no longer be a way to return to Classic invoicing for any customers.
In addition, you can create and manage price rules in the new invoice layout but the option to apply it to the transactions is currently unavailable.
In the meantime, you can continue managing the price rules in the old invoice layout. Otherwise, you'll want to manually adjust the price of the items and add a Note to the Customer regarding the adjustments.
Moreover, to learn more about managing price rules and details about the new estimate and invoice experience, you can refer to these articles:
- Set price rules in QuickBooks Online
- See what’s new with estimates and invoices in QuickBooks Online
Furthermore, I'm attaching this helpful guide for future reference in recording customer payments in QuickBooks: Record invoice payments in QuickBooks Online.
Tag me in the comment section below if you have clarification on managing price rules and other QuickBooks features. I'm always happy to help.