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You'll be glad to know that selected QuickBooks Online (QBO) Plus and Advanced users can now apply price rules to their invoices, @NatureBadger.
It's important to note that these rules won't be applicable if your Multicurrency option is enabled. If this is the case, you might want to consider SIAB's advice to use CRM third-party apps to achieve your task.
Here's how to find one:
- Log in to your QBO account.
- Navigate to the Apps menu.
- Open the Find apps tab.
- Enter any keyword in the search field or use the Browse categories or industries dropdown.
For more detailed information on price rules, refer to this guide: Set price rules in QuickBooks Online.
Additionally, here are some articles to help you effectively manage your invoices:
- Customize invoices, estimates, and sales receipts in QuickBooks Online
- Record invoice payments in QuickBooks Online
We recognize the convenience of the price rules feature in streamlining your business workflow. If you have any other QBO-related concerns, feel free to return to this thread. I'm always glad to assist. Take care!