Why isn't the correct discount being applied to an item even though the member and non-member prices are setup correct in pricebook?

Problem

The membership is active, but the discount is only applied to certain tasks. This happens even when the task have the correct prices for member and non-member pricing in pricebook. The issue is due to the membership setting Do not discount if the percentage is set to 0% and the category assigned to the pricebook item is set to 0%. This prevents the static membership price from being applied.

Solution

Adjusting the category setting for the pricebook item ensures that the correct discount is applied according to the membership pricing.

Note: This occurs when the membership type discount is applied to pricebook categories.

Apply pricebook category discounts

1. Go to Settings > Invoicing > Membership Types.

2. Find the membership type in question and click Edit.

3. Under Basics select Discounts.

4. Check if the Do not discount if the percentage is set to 0% is enabled.

5. Look at the category assigned to the pricebook item. If it is set to 0%, this is the problem.

6. Change the category setting from 0 to a valid category that should receive the discount.

7. Save your changes.

Add the task to an invoice to ensure the correct member pricing is now applied.