Pay terms

Hello there, @Susan1216.

Currently, the option to enable the product to assign terms or due dates for transactions created on a particular month is unavailable. I understand how this feature can be beneficial to your business. As of now, you can only manually add the terms for these transactions.

We want to comprehend your preferences for the application. Thus, extend this concern to our product development team by sending feedback directly to them. I recommend you send feedback directly to our product engineers. This way, we can comprehend what our customer demands for the application.

Here’s how:

1. At the top, select the Help menu.
2. Choose to Send Feedback Online then click Product Suggestion.
3. Type in your feedback or feature request.
4. Click the Send Feedback button.

Additionally, you can check out this article to learn more about managing your payment terms. Once your clients decide to pay, you can also record their payment with the help of this article.

If you have further queries about QuickBooks, let me know in the comments below. I'll be here immediately to assist you. Have a good one!

These terms are NOT for customers. These are for accounts payable. Paying by monthly statement is a very common term in accounting. I will make the suggestion but it makes me think there has to be a way to set this up simply because it is so common. Are you sure there is not a NEW term that can be created to do this?

Hello @Susan1216.

Thank you for getting back to us and sharing updates about the issue. I'm here to help you set up terms when entering bills in QuickBooks Desktop (QBDT).

As I created a bill and set up the terms you mentioned above, I was able to set it up seamlessly in QBDT. Please see the screenshot below for visual preferences.

With this, I want to ensure that your concern is addressed appropriately. What happens after you set up the terms? Any further information like screenshots will assist me in providing the best information and solutions possible.

Also, if you want to personalize the appearance of your invoices, you can make changes to your form templates. For more details about the process, check out this link: Use and customize form templates.

If you continue to experience unusual results with the payment term, let me know. I'm always available to help out here in the Community space. 

It appears this is working ! Thank you so much for this. I will try this for awhile and then post again if it doesn't work but it looks like it will.

Thanks for the prompt response, Susan1216.

It's great to hear that the information given above might work on your end.

We'll keep an eye on this thread to check if this gets resolved for you. If you encounter any unusual errors or results, you can always get back to us and let us know how things worked.

The Community is always here, willing to help at any time. Keep safe!