Shipping date for Net 30

Hi STVBROWN2184,

Using the due date from the shipping date can be beneficial versus using the invoice date. I'd be happy to share more info on this so you can get back to doing what you enjoy most. 

To get started, it's important to know which version of QuickBooks you're using. Are you using QuickBooks Online or QuickBooks Desktop. Feel free to comment below. I'd be glad to assist you with this. 

Is there an update to adjust this?  We are having the same issue however, we want Net 15. 

Thanks Amy Hulka

[email address removed]

Hi Amy. Are you using QuickBooks Online or Desktop? The capabilities of each program are different, and I want to make sure I'm on the same page. Additionally, are you also looking for the program to create your terms based on shipping date, versus invoice date?

We are using the QB Online

Great to hear, daveamy! You can set up Net 15 as the terms of your invoice when you create it. You can even set up custom terms by clicking Add New from the Terms drop-down menu on the invoice creation screen, then entering the necessary information.

These terms are based on the Invoice date. I can see how having the option to change this based on shipping date would be helpful. You can submit feedback about this by clicking the Gear icon > Feedback.

We have the same situation and use QB 2020 Desktop Pro. Anyway to to make Net 30 go from Ship Date not Invoice Date?

Thanks!

Hi seasonaldistribution,

Setting the terms by the shipping date makes a lot of sense, and I can see why you'd want to use this system. QuickBooks Desktop gives you many options for setting terms. Using the shipping date for setting term periods is not an available option. I have a suggestion for a workflow that might work. Let me walk you through it.

QuickBooks Desktop gives you the option to create estimates and sales orders. You can then create the invoice from these forms. An option would be to use the estimate or sales order and create the invoice upon shipping.

Here's an article that goes through the workflows using estimates and sales orders and creating your invoices from them. The other articles provided support the workflow options:

• Get started with customer transaction workflows in QuickBooks Desktop
• Create an estimate in QuickBooks Desktop
• Create a sales order
• Create an invoice in QuickBooks Desktop

You can provide feedback in-product if you'd like to see the shipping date as an option for setting the terms considered for future updates.

To submit your feedback, follow these simple steps:

1. Go to the Help from the menu bar.
2. Select Send feedback online.
3. Choose Product suggestion.
4. Fill in the form with all of your inspired ideas, and click Send feedback.

This goes to our awesome team of product developers that are busy making sure you have the best product possible. Users like you are an important part of the process. Your suggestions let them know what you want in our products.

Thank you for chiming in on this thread with your question. Any questions you have are welcome. I'm here to help. Have a great evening!