Question

How do you get a vendors "payment terms" to print on a purchase order?

Forum|Forum|5 years ago
June 29, 2021
6 replies
39 views

In the vendor information table we have the payment terms set as Net 30. When we create a PO, the field for "Terms" shows up. Why does it not auto-populate the "Net 30" from the vendors record??? It's annoying to have to reenter this every time we create a new PO.

QuickBooks Online

R

Ryan_M

Moderator

You have the option to enable an auto-fill feature in QuickBooks Online (QBO) to take care of this issue, @jim52.

Let me show you how:

Go to the Gear icon.
Select Account and settings.
Hit the Advanced tab.
Look for the Automation section, then click on it.
Toggle the Pre-fill forms with previous entered content option.
Press Save, then Done.

Here's an article with a list of options available in the Advanced tab, along with their short descriptions: How do I set my advanced account settings?

Don't hesitate to drop a comment below if you have other questions about advanced settings in QBO. I'll be around to answer them for you. Stay safe!

J

jim52Author

Ryan,

Thanks for the reply, but that suggestion does not work for us.

We've had the "auto-fill" feature enabled for many months and the vendor payment terms have never shown up on one of our POs. We have to type them every time, even though the terms on the vendors info screen.

Also coincidentally - I just today disabled "auto fill" because when creating a new PO, QBO would auto-fill the last item we ordered from the vendor. Rarely was it the correct item for the new PO being created. And, in 2 cases the employee forgot to delete the auto-filled item which caused us trouble.

katherinejoyceO

Level 9

Thanks for actively responding, @jim52. As an insight, the auto-fill feature will autofill fields from the last item you ordered as it should. Since your's isn't auto-filling fields, I'd suggest you use an incognito or a private browser to isolate the issue.

It could have something to do with temporary internet files stored in your browser's cache. QuickBooks uses it to load the page faster. However, they sometimes cause issues with certain web pages when it gets full.

Here's how to open a private window and check to see if your autofill feature's working:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Option + P

If the vendor payment term is auto-filled while browsing privately, it means browser-related issues. I'd suggest you start clearing cached data and Intuit-specific cookies to resolve the issue. Otherwise, use another supported, up-to-date browser.

Additionally, turning it off would be your best option if you don't want to auto-fill the last item you've ordered from the vendor.

Here's an article to help you learn about the changes you need to know when using the auto-recall feature to pre-fill transactions in QBO.

Come back and update us here at any time so we can help you more with your concerns. Take care!

J

jim52Author

sorry if i did not explain correctly. We do not want the last item we ordered to be auto-filled on new purchase orders. Our vendors sell hundreds of items so it's rare that the product ordered will be the same as the previous PO.

What I do want is for our payment terms as set up in Vendor Information section to be auto-filled.

FYI - i've tried clearing the cache & cookies. Tried it with the Auto-fill feature both off and on. It payment terms still does not work.

thanks

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