Why is the item not displaying the correct dynamic pricing when added to an estimate or invoice?

Problem

You add an item to an invoice or estimate and it shows zero or incorrect pricing instead of dynamic pricing. This occurs when a client-specific rate sheet is applied to the estimate or invoice.

Solution

Client-specific rate sheets override dynamic pricing. Remove the rate sheet from the invoice or estimate to fix this.

Remove the rate sheet from an invoice

Remove the client-specific pricing rate sheet from the invoice.

1. Search for and open the invoice you want to remove the rate sheet from.        

   Note: If the invoice is in Posted status, first unpost the batch that contains it.

2. Click Update Invoice Details.

3. Click the Rate Sheet dropdown and select No Rate Sheet. 

4. Click Save.

5. To reflect the item's price, go to the invoice, remove the item and add the item back.

Remove the rate sheet from an estimate

Remove the client-specific pricing rate sheet from the estimate.

1. Search for and open the estimate you want to remove the rate sheet from.

2. Click Edit .

3. Click the Rate Sheet dropdown and select No Rate Sheet. 

4. Click Save.

5. To reflect the item's price, go to the estimate, remove the item and add the item back.