Thank you for joining here in the Community. It would be my pleasure to provide you the steps on how to display the credit term on Estimates in QuickBooks Online.
QBO gives you the tools to add the info that matters to your business so that it will look attractive and professional-looking estimates.
Here's how:
Go to the Gear icon, then Account and Settings.
Select Custom Form Styles and click New style.
Pick Estimates, then choose the Content tab.
Hit the Edit icon in the first box and press the Custom field link located in the bottom part.
Thank you for your help. Is there a way to use a terms data field which automatically fills in customer terms to the custom field, or do the terms need to be entered manually for each order for every customer? Thanks.
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