Other questions
We don't want you to have this kind of experience, @Daylin1985F. I'm here to ensure the item price on the invoice won't change in QuickBooks Desktop (QBDT).
When using Price Rules, QuickBooks Desktop will always recalculate the price based on the pricing parameters. There are ways to stop the prices from changing when adjusting the dates (without turning off the Price Rules feature).
You'll want to edit the price rule that uses the item you want to add to an invoice. Here's how:
- Go to the Lists menu, then select Price Level List.
- Select the specific item by double-clicking.
- From there put a check on the specific line item by clicking the item column.
- Put a price in the Custom Price Column.
- Once done, hit on OK button.
The next step is to set the price level properly for your customer profile so that it will be reflected in the invoice. Let me guide you through the process:
- Go to the Lists menu, then select Customer Center.
- Select the specific customer by double-clicking.
- Click on Payment Settings, then select the price level that you just set.
- Once done, hit on OK button.
For more details about the process, feel free to see this article: Setup and Use Advanced Pricing.
Also, in case you need to have a quick overview of your inventory status, you can easily run a report on QuickBooks Desktop.
Don't hesitate to reach out. I'm always ready to help with any concerns about managing your invoice. Just reply below, and I'll be happy to assist.
