Good day, Cesarociel. Changing the net terms is easy. Just click the Terms drop-down arrow, then choose a term on the Invoice page. You can also set up a default terms. Let me walk you through the steps: Click the Gear icon. Choose the Account and Settings. Go to the Sales tab. Click the Pencil icon in the Sales form content row. Click the Preferred invoice terms drop-down, then choose a term. Click Save, then Done. If you need our help, you can always post in the Community.

Question

How can I change net terms

Forum|Forum|7 years ago
February 10, 2019
2 replies
12 views

No text available

QuickBooks Online

Kristine Mae

Moderator

Good day, Cesarociel.

Changing the net terms is easy. Just click the Terms drop-down arrow, then choose a term on the Invoice page.

You can also set up a default terms. Let me walk you through the steps:

Click the Gear icon.
Choose the Account and Settings.
Go to the Sales tab.
Click the Pencil icon in the Sales form content row.
Click the Preferred invoice terms drop-down, then choose a term.
Click Save, then Done.

If you need our help, you can always post in the Community.

G

gina10857

We use Quickbooks Desktop Enterprise. We have recently decided to change our payment terms from Net 15 to Net 30 across the board for all customers. Is there a way for me to set a default to Net 30 in QB Desktop? It will take forever to go into each customer's profile and update this information individually.

J

JonpriL

Level 9

Hi there, @gina10857!

You can utilize the Paste from Excel function in your Customer Center so you can update their payment terms in batch.

Go to Customers.
Select Customer Center.
Under Excel, select Paste from Excel.
On the TERMS column, select Net 30.
Click Save Changes.

Lastly, here's a few articles you can read for ideas in managing your customers and sales transactions: Income and Expenses.

If there's anything else that I can help you with, let me know in the comments down below. I'll be happy to lend a hand.

JoesemM

QuickBooks Team

Hello there, @dixondlow.

You can still follow the steps provided by my colleague JonpriL on how to update your payment terms in batch using the Desktop Pro 2018.

Just click the drop-down arrow and choose the Terms that are applicable for you or if you want to add a new terms.

Also, you can browse these handy articles on how to add payment terms and related articles for your future tasks.

Please let me know if you have any other concerns in QuickBooks. I'm always here to help. Take care always.

D

dixondlow

I guess I am really being dense today. How do I get to that listing? I've never seen it before.

MariaSoledadG

QuickBooks Team

Hi, dixondlow.

You can follow the steps mentioned by @JonpriL so you'll be able to get to the listing. Let me elaborate on the steps again.

Click Customers on the upper menu.
Select Customer Center.
Under Excel, select Paste from Excel.
On the TERMS column, select Net 30.
Click Save Changes.

But first, make sure you've set up payment terms so it shows on the listing.

For more information, you can refer to these articles for your guide: Reports And Accounting.

Keep me posted if you have other questions. I'll be here to help.

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