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markdrury
Level 2

Payment terms on printed invoice

All I want to do is be able to have the payment terms on my printed invoices in QBO. I have added the terms into the content and they show on the form builder but when I preview the invoice or print a customer invoice then the payment terms have vanished.

 

Can anyone help before I pull all of my hair out...

3 Comments
GlinetteC
Moderator

Payment terms on printed invoice

I'll make sure to help you pull up the invoice with payment terms, markdrury.

 

Let's first review our Custom form styles name. Then make sure that we have selected the correct customize invoice template when creating our invoices. That way, the term will show on your form. 

 

To check if we selected the correct template:

  1. Pull up an invoice.
  2. In the Invoice page, select Customize.
  3. Make sure the correct invoice template is selected.
    invoice.PNG
  4. Click Print or Preview.
    template.PNG
  5. Click Print.

That's it! You should be able to print the invoice with the payment term.

 

Please let me know if you have any other concerns by commenting below. I'd be glad to help you out.

markdrury
Level 2

Payment terms on printed invoice

Do I have to do this for every invoice? If so then that's going to drive me nuts as I have 140 invoices to do.

 

The main issue I have, that seems impossible to resolve despite calls to support, is that I need to have each client's INDIVIDUAL payment terms printed on their respective invoices, I use the payment term box to identify whether each client pays by credit card, cheque's, EFT etc, so when I print off my invoice run I can easily split the invoices into their respective payment groups for me to process. At present I have to manually check each invoice against a list to see what the payment is which is VERY time consuming and frustrating. 

 

Is this possible? Support told me to go to the accounts and settings/sales/sales form content and clear the box for preferred invoice terms but this doesn't work, the payment terms on every invoice comes up as 'pay on receipt' instead of the customers payment terms as selected in the individual customer screen.

MariaSoledadG
QuickBooks Team

Payment terms on printed invoice

Hi markdrury,

 

You don't have to do this every time you create an invoice. Just make sure that you've ticked the Terms box so it'll show once you print an invoice. 

 

Here's how:

  1. Click the Gear icon on the upper right corner. 
  2. Select Custom Form Styles.
  3. Click the New style drop-down arrow, select Invoice
  4. Go to the Content tab, click the first part of the invoice on the other side. 
  5. Under the Display section, tick the Terms box.
  6. Click Done

Once done, you'll want to run and customize the Transaction List by Customer report so it will show the payment method and terms column. 

  1. Click Reports on the left menu.
  2. On the search bar, type Transaction List by Customer.
  3. Make sure to select the Report period.
  4. Click Customize.
  5. Click Run report.

You can also generate a snapshot for your business based on your reports, please check this article for more information: Run Reports.

 

Feel free to touch base with us if you have any other concerns. We're always right here to help.

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