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February 11, 2020
Question

Anyone know how to display credit terms on Estimates?

  • February 11, 2020
  • 1 reply
  • 9 views
No text available

1 reply

MichelleBh
Level 8
February 11, 2020

Hi, @mark124.

 

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: 

  1. Go to the Gear icon, then Account and Settings
  2. Select Custom Form Styles and click New style.
  3. Pick Estimates, then choose the Content tab. 
  4. Hit the Edit icon in the first box and press the Custom field link located in the bottom part.
  5. Enter Credit Terms and tick the box. 
  6. Tap Done

For additional information about the process, please check this article: Customize invoices, estimates, and sales receipts.

 

Once done, let's create a sample estimate by going to the Plus icon, to see how how it works in the transaction template. 

  1. Select the Estimates tab under Customers.
  2. Choose a customer's name and email.
  3. Complete the needed information, then hit Print and Preview

 

To learn more on how to attach a logo, delete estimates, and other related topics, please browse these articles below:

If there's anything else you need from me, feel free to comment below. I'm always here to help in any way I can. Have a great rest of your day!

mark124Author
February 12, 2020

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.