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Do customer payment terms appear on quotes

 
1 Comment
QuickBooks Team

Re: Do customer payment terms appear on quotes

Thanks for reaching out to me here in the Intuit Community, @michele7.

 

I'm delighted to let you know that you can customize your quote by enabling the payment term feature. This way, the term will appear on the form.

 

Here are the steps you can follow to achieve this:

  1. Open the Quote form.
  2. Go to the Formatting tab, then click Customize Data Layoutpaymentterm1.PNG
  3. Click the Header tab, then put a check mark on the boxes beside the Terms.
  4. Click OK to save the changes. paymentterm2.PNG
  5. Once done, you'll see the feature on the form. paymentterm3.PNG

If you need to add another payments terms, just open this link for the detailed steps: Set up payment terms.

 

I've also added an article whenever you want to customize multiple forms in QuickBooks Desktop: Use and customize form templates.

 

Keep in touch if there's anything I can help you with QuickBooks. I'd be glad to help.