Question

Customer Payment Terms

Forum|Forum|5 years ago
November 3, 2020
1 reply
26 views

Hello All,

Is there a way to lock the customer terms so that they are not changed when an invoice is created. We have several employees who create sales invoices to our customers and they inadvertently change the terms from time to time. This create havoc on our AR Aging. We have asked them to please be careful when creating the invoice but I was hoping this was a field we could somehow lock in order to prevent it from being changed every time an invoice is created. Suggestions? Thank you.

QuickBooks Desktop

C

Candice14

Level 8

Good Morning, @apryor.

Congrats on making your first post here in the Community. Yes, you can set payment terms for your customer in your QuickBooks Desktop (QBDT) account. All you need to do is edit your customer's profile.

Here's how:

Go to the Customers menu.
Pick the Customer Center.
Locate and double-click on the customer from the Customers & Jobs list. This will take you to the edit screen for the client.
Choose the Payment Settings tab.
From the Payment Terms drop-down menu, select the term you want to set for the customer.
Press OK when done.

Now you can create an invoice with the customer you set terms with and they will automatically apply when picking the client's name. Below is a visual guide.

In addition, here are two articles that can provide information about the customer transaction workflow and receiving payment in your QBDT account:

Completing the instructions above will allow you to set particular terms for a customer. Should you need any further assistance, don't hesitate to ask. I'm always here to lend a helping hand. Have a fantastic day!

L

lousch

Hello, I am using Quickbooks Desktop Premier Plus Professional Services edition 2021. When I edit a customer/job, and click on the Payment Settings tab, like appears in your screenshot, I do NOT have an option to select terms. I do have terms defined, as we've been using QB since 2015, but as of the recent update, the "terms" field is missing from the customer profile. How do I add the terms to new customers? Please see attached screenshot. The field is completely missing from the Payment Settings - there's no way to specify terms.

P

painylainy

Glad to have you here in the Community, @Dawnnelsen.

Let me share some insights about your concern in changing payment terms for a customer and lock into an existing job in QuickBooks Desktop.

In QuickBooks Desktop, once you have set up payment terms for a specific customer, those will automatically appear in transactions related to that customer's job. However, it is currently unavailable to set up terms for each job.

Furthermore, here are some articles you can check to learn different ways to track customer transactions, and how to receive and process customer payments for invoices and in-person sales in QuickBooks Desktop:

Please let me know if you have other concerns or need help with. Just hit reply and will be there to lend a hand. Keep safe, @Dawnnelsen.

Is the option to change terms for individual job accounts being developed? Very important for how we have our customers currently set up in QB.

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