I use the Customer Type field to group customer accounts that should have contracted pricing applied to invoices. It is much easier to manage this by simply adding a customer to the appropriate Customer Type as opposed to manually adding them to all appropriate price rules (which would be error prone and time consuming). When I setup a price rule, I specify in the Customer field at the top which customer type the price rule pertains to, and the customer list below automatically populates. Now, when I create an invoice for one of the listed customers, the unit price drop down will show the price rules that can be applied. This used to work, but not anymore. Even after re-creating the price rule, I do not see the price rule on the invoice screen when adjusting the unit price for an item. One workaround is that instead of specifying the set of customers that the rule applies to by customer type, selecting them individually instead ends up working and the price rule now shows up on the screen. This defeats the purpose of Customer Types, and I wanted to bring this to the QBO engineering team so that this software defect could be fixed.
Also, in previous chats with support, I was instructed to recreate my old price rules that no longer work as the price rules functionality has changed as this feature is a beta feature. That's fine and all, and what I do is take my old price rules that no longer work and rename them with "DELETE" as a prefix in the title and then I deactivate it. I now have a lengthy list of price rules that all start with DELETE and I have no way of actually deleting them.
