Making due on receipt the default for invoices

It's nice to see you again at the Community forum, bscold. Let's work together to set Due on receipt as the default payment term for your invoices.

You'll want to navigate your Account and settings to change the default payment terms to Due on receipt. Here's a step-by-step guide:

1. From the Account and settings page, choose Sales.
2. Click the Sales form content section.
3. On the Preferred invoice terms dropdown menu, select Due on receipt.
4. Once done, hit Save and then Done.
   

Afterward, your invoices will now default to Due on receipt. You can still manually adjust it for individual invoices if needed.

Additionally, elevate your financial management with QuickBooks Live Expert Assisted. Benefit from personalized video consultations with certified professionals who provide customized bookkeeping and strategic financial advice, steering you toward more efficient sales activities.

I'll include some extra resources to help you further. These will cover how to receive invoice payments, issue refunds to customers, and personalize your sales forms with specific details:

• Record invoice payments in QuickBooks Online
• Record a customer refund in QuickBooks Online
• Customize invoices, estimates, and sales receipts in QuickBooks Online

Have more questions about payment terms or managing your sales activities? Just leave a comment below, and I'll be happy to help.