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msteranka-saskte
Level 1

How can I change the invoice due date (remove 30 days and put upon receipt)? can I change the template?

 
7 Comments 7
AdminAndrea
Level 5

How can I change the invoice due date (remove 30 days and put upon receipt)? can I change the template?

Edit the invoice and change the terms and QBO should automatically change the due date for that invoice.  

 

SALES --  INVOICES -- edit the invoice in question - don't forget to save

Kicoma Contracting
Level 1

How can I change the invoice due date (remove 30 days and put upon receipt)? can I change the template?

The second question was 'can i change the template?'

Amanda-B
QuickBooks Team

How can I change the invoice due date (remove 30 days and put upon receipt)? can I change the template?

Hey there, Kicoma Contracting.

 

Thanks for reaching out to the Community for support. QuickBooks provides the option to customize your sales forms. Here's an article that will provide more information as well as steps on how to proceed. 

 

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

AdminAndrea
Level 5

How can I change the invoice due date (remove 30 days and put upon receipt)? can I change the template?

You don't change the template, you change the Terms for that Customer.  The template will pull whatever terms you have set up for that customer (different customers can have different terms).  Go to the customer and change their terms - all new invoices will then pull the new terms (you will have to manually edit previous invoices).  

supsue
Level 1

How can I change the invoice due date (remove 30 days and put upon receipt)? can I change the template?

I dont see 'sales' as an option. I have the self employed version. I have not been able to locate where I can change the due date for invoices. It gives me the same 90 days for each customers invoice, that I set up a few years ago. I would like to shorten the due date now but cannot find out where to do this. 

AdminAndrea
Level 5

How can I change the invoice due date (remove 30 days and put upon receipt)? can I change the template?

To edit an invoice that already exists: Open the invoice you want to change and then manually change the terms.  Using the drop down menu pick the terms you want for the invoice.  It will show you a drop-down menu of the terms you have set up in QBO.  If the terms you want are not there you will need to add them (it's the first option it should say +AddNew and then it will show the other terms which are already set up). 

 

To edit the CUSTOMER so that their terms are updated for all new invoices, go to CUSTOMERS. Click on EDIT (small button right-hand side).  Go to PAYMENTS and change the Terms using the drop down menu which provides you with the terms you currently have set up. 

Henock K
QuickBooks Team

How can I change the invoice due date (remove 30 days and put upon receipt)? can I change the template?

Hi supsue,

Thanks for joining this thread. QuickBooks is a flexible program that simplifies the way you manage your books. I'd be glad to help. 

 

Based on what you've described, I encourage you to contact our customer support team to help you with your invoice. You can review this article to contact the QuickBooks Self-Employed team.

Let me know if you have questions, I'll be happy to help.

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