Memorized Transactions due date

Hello there, @Amanda. I'm here to ensure you can create a memorized transaction group with the information you need. 

In QuickBooks Desktop (QBDT), creating a memorized group for transactions with the same due date is easy. Follow along below to get this done right away:

1. In your QBDT company file, select the Lists menu.
2. Then, choose Memorized Transaction List.
3. Next, fill in the needed info such as the group name and frequency.
4. Once done, select OK.
5. To add the transactions to that group, highlight the group name and click the Enter Transaction button.
6. Enter the date as 8/1/22 and 8/31/22 for the due date. 
7. After that, create a term for 31 days so the memorized group will recognize that this transaction will be due on the 31st day of the month. 
8. When finished, select the Memorize button. 

For reference about the process, feel free to open this article: Create, edit, or delete memorized transactions.

Additionally, here's a helpful link that you can use as a guide in modifying the fields on your sales forms: Use and customize form templates.

Let me know how the steps go and feel free to add a reply below if you have further concerns about grouping memorize transactions. I'd appreciate any updates about this. Take care and have a good one. 

When I go to enter the transactions for the group I only get a bill date option (See Attached), no due date option.

Hello, Amanda_J1.

You've come to the right place for help with invoices. I'd be happy to help give you more information on the payment terms and get you back to your business.

In order to set up your payment terms for invoices, you'll need to turn on this feature in the invoice template settings.

Here's how:

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

Also, I've added an article on how to record invoice payments from your customers in QuickBooks Desktop: Record Invoice Payments in QuickBooks Desktop.

Feel free to leave a comment below if you've got any concerns about managing your memorized transactions. I'll be around to help you achieve your goals. Have a nice day and take care always!

The memorized transaction is a statement charge, not an invoice.

I appreciate you getting back to us, AmandaJ1.

I know how important it is to show the bill due date on your memorized transactions. however, this option to do so is unavailable in QuickBooks Desktop.

While this isn't available, I'd suggest submitting your feedback to make the program better by going to the Send Feedback Online on your QuickBooks Desktop.
 

You may want to bookmark this link: Resource Hub. This will provide us with resources and videos about managing your QuickBooks Desktop account, income, expenses, inventory, and running reports.

You can always keep in touch if you ever need help with memorized transactions or with QuickBooks again in the future. Have a great rest of your day, AmandaJ1.