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A
apryor
November 3, 2020
Question

Customer Payment Terms

  • November 3, 2020
  • 1 reply
  • 21 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.

1 reply

C
Candice14
Level 8
November 3, 2020

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: 

 

  1. Go to the Customers menu. 
  2. Pick the Customer Center. 
  3. Locate and double-click on the customer from the Customers & Jobs list. This will take you to the edit screen for the client. 
  4. Choose the Payment Settings tab. 
  5. From the Payment Terms drop-down menu, select the term you want to set for the customer. 
  6. 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
November 15, 2021

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.

 

 

AlcaeusF
AlcaeusF
Level 14
November 16, 2021

Hello there, @lousch.

 

I appreciate you for providing a detailed response to your concern. I'm here to share some information regarding adding payment terms in QuickBooks Desktop.

 

Based on your screenshot, you're trying to add a payment term to a Job. Currently, you can only add this type of information directly to parent customers.

 

Check out these screenshots for your visual guide:

 

 

 

As a workaround, you can add the terms manually when creating sales transactions. There will be a drop-down option for this information (see additional screenshot below). 

 

 

I've also attached an article you can use to assign expenses to jobs in QuickBooks: Track job costs in QuickBooks Desktop.

 

Fill me in if you have additional questions or concerns about managing customers and jobs in QuickBooks. I'm always here to help. Take care always.

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