I have different clients with different prices. Within each client is a project our engineers work on. When it comes in invoicing the rule only shows up correctly if I select the Client not the project within the client. Is there a way I can set up a fixed rate for different clients and still have it connected to the project our engineers work on when it comes to invoicing ? I hope this makes senses. Thank you.
Yes, it is possible to apply price rules to specific projects. If your projects and price rules have been created, simply go to Products and services>Price rules, hit Edit, and select Add Customer. From here, use the dropdown to select the project name that you want to apply the price rule to. Next, save your changes. You should now be able to go into the project and create an invoice that will use the assigned pricing rules. We hope this helps!
I have different clients with different prices. Within each client is a project our engineers work on. When it comes in invoicing the rule only shows up correctly if I select the Client not the project within the client. Is there a way I can set up a fixed rate for different clients and still have it connected to the project our engineers work on when it comes to invoicing ? I hope this makes senses. Thank you.
Yes, it is possible to apply price rules to specific projects. If your projects and price rules have been created, simply go to Products and services>Price rules, hit Edit, and select Add Customer. From here, use the dropdown to select the project name that you want to apply the price rule to. Next, save your changes. You should now be able to go into the project and create an invoice that will use the assigned pricing rules. We hope this helps!
2:54 😮😮r
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sir i want to learn
Hi there! To clarify, do you mean how to use QuickBooks?
@@MerchantMaverick yes
Quickbooks or Slowbooks?
It recently becomes very slow. What is going on? There are some flaws they can't even fix them!
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