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SPHOA
Level 1

Set a specific due date

We are a homeowner's association and have just 2 specific due dates each year. The residents have to pay 1/2 their dues on January 1st and the 2nd half on July 1. I have tried several things to set up a term that will generate this way with no luck. Is it possible to set up a term type with a specific due date regardless of when the invoice was issued? For example, we issue the initial invoice in December of the year before, then they go out with the first due date being Jan 1. In June we email them again with a due date of July 1 but I have been unable to get the due date to show on the email with a correct due date. Alternatively, if I could find a way to turn that off completely that would work also.   Thank You.

1 Comment
Rose-A
Moderator

Set a specific due date

Glad to hear from you today, SPHOA.

You've got me here today to help share some steps in setting up specific due dates for the invoices via the QuickBooks Desktop.

 

When you invoice a customer, the system calculates and sets the due date for you. However, you have the option to change the due date of individual invoice if you want to since setting up a specific due date regardless of when the invoice was issued isn't currently available in QuickBooks Desktop.

 

If you want to turn off the payments Terms option in the invoices, follow the steps below:

 

  1. Click List on the top menu bar.
  2. On the drop-down list, click Templates.
  3. Double-click the invoice template,
  4. Click Additional Customization at the bottom.
  5. Remove the check mark under Screen for Terms.
  6. Hit OK.
  7. Click OK again.

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This way, you can get the correct due date to show when you email the invoices. You can get more details in this article about customizing the invoice template: https://quickbooks.intuit.com/community/Help-Articles/Use-and-customize-form-templates/m-p/207841.

 

You can always get back to me if you have any other due date concerns. I'm more than willing to lend you a hand.

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