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Melanie met with the owners of the H$2$H Medical Arts Building in town. They are interested in creating a pleasant atmosphere for their customers and physicians and would like to sign up for the Weekly Office Flowers program and the Potted Plant Care program, starting April $17,2026,$ and continuing until the end of the year.

The owners would also like Melanie to offer a discount to any of their physicians who order as well, for the commitment. Melanie has decided on a $10$ percent discount for the owners and any new customers from the building and will bill them weekly for payment in fifteen days. In this exercise, you will set a price rule, prepare the invoice and make it recurring until the end of $2026.$

Turn on price rules. Once enabled, Price Rules becomes a tab within the Sales centre.

Hint: Choose Gear$->$Your Company$->$Account and Settings$->$Sales tab and scroll to the Products and Services section.

Create a new customer named H$2$H Medical Arts Building.

Now you will create the price rule; you may need to refresh QBO to see it$.$

From the Navigation bar, choose Sales $($or Invoicing, depending on your QBO view$)->$Price Rules and create a rule with these settings:

Return to the Dashboard.

Create a custom invoice design for H$2$H Medical Arts Building using these criteria:

Name: H$2$H Medical

Style: Fresh

Colour: #$202$e$5$a $($dark blue$)$

Font: Courier, $10$pt

All margins: $0\mathrm{.}50$

Include the company address

Add the following message to the Add payment details and footer memo section: Thank you for choosing Beautiful Blooms for all your floral needs!

Prepare an invoice for H$2$H Medical Arts Building to start weekly services on April $17,2026$; use the rates you already set up for these products$/$services and make sure to select your custom style.

The invoice total should be $$203\mathrm{.}40$; if not, go back and reread the opening paragraph, as something was missed; there should be two items here.

Save, leave open and make recurring, weekly, on Fridays ending December $31,2026.$

In the Recurring Transactions area, use this new recurring invoice six times to post the H$2$H Medical transactions up to the end of May $2026.($Hint: The last one will be dated May $29,2026.)$ Once you have done so$,$ be sure to change the start date of this recurring transaction to June $5,2026.$

Melanie would like an overview of how sales by customer were for April $6$ through April $17,2026.$ Create a report for her.

Export your report to Excel, saving the file in your Chapter $04$ folder as:$$

CH$04$ Sales by Customer Summary

Run a Profit and Loss report for all dates; export to Excel and save it in your Chapter $04$ folder as: CH$04$ Profit and Loss

CHECK FIGURE Your figures from various reports should match those shown here as at May $31,2026($note that you often need to run a Balance Sheet report to check some of your numbers, and you should always watch your report dates to ensure you get the right numbers$)$:

Account$/$Report

Amount

Petty Cash

$$100$

TD Operating Account

$$3,413\mathrm{.}20$

Open Invoices

$$1,932\mathrm{.}30$

Sales by Customer Summary

$$4,575$

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