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Replying to:
Clark_B
QuickBooks Team

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Allow me to chime in and provide information about the price rules on the new invoice, @armcorefrigeration.

 

To begin with, starting from May 6, 2024, QuickBooks has transitioned all users to the new invoice and estimate interface. It'll not be possible to revert to the old layout. This update is intended to enhance the customer experience by introducing more features and faster development through improved back-end technology. While some old features may no longer be available, the new version offers enhanced functionality and customization options.

 

To learn more about the new estimates and invoice layout, check this article: See what's new with estimates and invoices in QBO

 

In addition, the price rules feature is still in beta pace and is only accessible to selected customers. Please note that this option isn't available in QuickBooks Online (QBO) Simple Start and Essentials. Also, we don't have a specific timeframe for when the price rules feature will be added to the new layout of the invoice.

 

For more detailed information about price rules, check this article: Set price rules in QBO

 

To help you personalize and add specific information to your sales forms, check this article: Customize invoices, estimates, and sales receipts

 

If you have any concerns about the price rules or anything else in QuickBooks, please tag me in the comment section, @armcorefrigeration. I'll assist you in any way possible.

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