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.
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:
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!
Hi Thank you for your reply.
I am looking for a way to lock that field from editing so that the terms set for the customer are not changed when someone is entering an invoice. Is this possible?
I have another way of what you can do about invoice terms in QuickBooks and I'm here to help you with this, apryor.
For now, you can create custom templates for your invoice forms and customize these templates to control how they look and what information to include like the Terms in your invoice.
Locking the Terms field from editing by other users is unavailable. Furthermore, here's how to access the templates and customize them.
You may want to import or export form templates for more information: Use And Customize Form Templates.
In case you want to download and match bank transactions, read this for your reference:Add And Match Bank Transaction.
If there's anything else that you want us to help with, let me know and we're always right here to assist you.
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.
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.
When I change the payment terms for a customer it does not flow downward and change the terms for the jobs. Many of our customers have jobs under different payment terms, so it's already irritating that I can't set terms for each job. But if I want to change the terms for the customer, is it locked into the existing jobs? How can I change these when I need to?
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.
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