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skibeach1
Level 1

Any chance you can fix the Terms on your invoice template....when you initially create an invoice the Terms come up Due on Receipt, but the due date does not correspond.

 
3 Comments 3
Amanda-B
QuickBooks Team

Any chance you can fix the Terms on your invoice template....when you initially create an invoice the Terms come up Due on Receipt, but the due date does not correspond.

Hey there skibeach1,

 

Welcome to the QuickBooks Community! Thanks for reaching out to us here. Making sure you have the invoice terms you need is important. QuickBooks Online gives you the option to  edit the terms on your invoices. Let me show you how!

 

1. Head to the Gear icon.

2. Select Account and Settings

3. Click the Sales tab. 

4. Next to Sales form content, click the small Pencil icon

5. Click the drop-down menu next to Preferred invoice terms, and choose the term you'd like. If you don't see a term that suits your needs, you can select Add new and create your own terms.

6. Click Save

Note: You can also add a new term from the invoice itself, by clicking on the drop down arrow beside Terms within the invoice.

 

If you have any other questions, feel free to reach out here. 

skibeach1
Level 1

Any chance you can fix the Terms on your invoice template....when you initially create an invoice the Terms come up Due on Receipt, but the due date does not correspond.

Thank you for telling me I can go to the gear icon to change my preferred method of payment terms....but that is not the issue.  When I select Due on Receipt....the due date does not show up as Today (the date I issue the Invoice/Date the invoice)....the program is incorrect...if I select due on receipt, then then due date should default to the day I issue/date the invoice, not a date a month or a week or the month end.

Amanda-B
QuickBooks Team

Any chance you can fix the Terms on your invoice template....when you initially create an invoice the Terms come up Due on Receipt, but the due date does not correspond.

Hey skibeach1, Thanks for the clarification. After recreating the scenario in my account, I am able to get the date for today. Can you send me a DM? I'd like to work directly with you to see why you're not getting the same date. You can do so by clicking on one of these links: Social Media: Facebook and Twitter 

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