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February 10, 2019
Question

How can I change net terms

  • February 10, 2019
  • 17 replies
  • 180 views
No text available

17 replies

Kristine Mae
Moderator
February 10, 2019

Good day, Cesarociel.

 

Changing the net terms is easy. Just click the Terms drop-down arrow, then choose a term on the Invoice page.

 

You can also set up a default terms. Let me walk you through the steps:

  1. Click the Gear icon.
  2. Choose the Account and Settings.
  3. Go to the Sales tab.
  4. Click the Pencil icon in the Sales form content row.
  5. Click the Preferred invoice terms drop-down, then choose a term.
  6. Click Save, then Done

If you need our help, you can always post in the Community. 

April 30, 2020

For those of us still using Desktop Pro 2018, can you please provide the instructions for the same task?  Thanks.

JoesemM
QuickBooks Team
April 30, 2020

Hello there, @dixondlow.

 

You can still follow the steps provided by my colleague JonpriL on how to update your payment terms in batch using the Desktop Pro 2018.

 

Just click the drop-down arrow and choose the Terms that are applicable for you or if you want to add a new terms.

 

Also, you can browse these handy articles on how to add payment terms and related articles for your future tasks.

 

Please let me know if you have any other concerns in QuickBooks. I'm always here to help. Take care always.

 

 

 

April 30, 2020

I guess I am really being dense today.  How do I get to that listing?  I've never seen it before.

MariaSoledadG
QuickBooks Team
April 30, 2020

Hi, dixondlow.

 

You can follow the steps mentioned by @JonpriL so you'll be able to get to the listing. Let me elaborate on the steps again.

  1. Click Customers on the upper menu.
  2. Select Customer Center.
  3. Under Excel, select Paste from Excel.
  4. On the TERMS column, select Net 30.
  5. Click Save Changes.

But first, make sure you've set up payment terms so it shows on the listing. 

 

For more information, you can refer to these articles for your guide: Reports And Accounting.

 

Keep me posted if you have other questions. I'll be here to help.