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Best answer October 31, 2023
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Hello, Su WM. I'll share some information about deleting a payment term in QuickBooks Online.
QuickBooks inactivates payment terms rather than deleting them. Inactivating payment terms ensures that any reports or financial statements generated in QuickBooks will continue to display accurate information.
Let me walk you through how:
- Go to the Gear icon in the top right corner and select All Lists under the Lists section.
- In the Lists menu, click on Terms.
- Locate the payment term and click on the drop-down arrow under the Action column to Edit or Make inactive.
In addition, I'm attaching an article that provides instructions on generating customer statements to show summaries of their invoices, payments, credits, and outstanding balances: Create and send customer statements in QuickBooks Online.
I'm always available to help you with additional queries regarding deleting payment terms or addressing other relevant issues.
Hello, Su WM. I'll share some information about deleting a payment term in QuickBooks Online.
QuickBooks inactivates payment terms rather than deleting them. Inactivating payment terms ensures that any reports or financial statements generated in QuickBooks will continue to display accurate information.
Let me walk you through how:
- Go to the Gear icon in the top right corner and select All Lists under the Lists section.
- In the Lists menu, click on Terms.
- Locate the payment term and click on the drop-down arrow under the Action column to Edit or Make inactive.
In addition, I'm attaching an article that provides instructions on generating customer statements to show summaries of their invoices, payments, credits, and outstanding balances: Create and send customer statements in QuickBooks Online.
I'm always available to help you with additional queries regarding deleting payment terms or addressing other relevant issues.
