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coffeelady1
Level 3

QB Online Payment Solution - Change Default Terms shown in email

We use QB online payment service to allow customers to pay via cc or check when they get their invoice emailed to them. My question is-- our customers are set up on different terms; some net 15, others net 30 and others Due on Receipt. However when the customer clicks on the "view and pay invoice" button the default is set to net 30.  Just had a customer point this out when I told them they were past due and according to the customer they still have a couple days bc set to Net 30 (although the actual invoice does show DOR). Thanks

8 Comments 8
CharleneMaeF
QuickBooks Team

QB Online Payment Solution - Change Default Terms shown in email

I'll help you investigate why the terms are different, coffeelady1.

 

To start, I'd suggest checking the invoices to ensure that the correct terms are added before sending them to your customers.

 

In case the terms are correct, it would be best to contact our QuickBooks Payments Support. They have full access to your account and can check why the terms are changing. They can also determine its main cause to ensure it won't happen again to you or to other customers.

 

Here's how:

 

  1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
  2. Select Talk to a Human.
  3. Enter a short description of your concern and press Enter.
  4. Click I still need a human.
  5. Select Contact Us to connect with our live support.
  6. Choose Get a callback.
    help.JPG

 

You can also check out this article to learn how to adjust Invoice Payment Terms in QuickBooks Online: Change Invoice Terms.

 

Additionally, you can also customize invoices in QuickBooks. This helps you edit the layout, design, and data fields that appear on your transactions.

 

Please come back and keep us posted on your progress in getting this issue resolved. I'm determined to ensure the net terms are accurate.

CharleneMaeF
QuickBooks Team

QB Online Payment Solution - Change Default Terms shown in email

Hi coffeelady1,

 

Hope you’re doing great. I wanted to see how everything about the issue in default terms shown in your customer's email? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

coffeelady1
Level 3

QB Online Payment Solution - Change Default Terms shown in email

Thank you for your reply. I should have been more specific. I use QB Desktop 2021 Pro Plus.

 

Yes, the actual invoice in the QB program as well as if you view the actual invoice from the "view & pay invoice" button have the correct information, showing DOR in this case. But on the "view & pay invoice screen, it shows that the invoice due date is Net30, which is not correct and doesn't reflect what is in the QB DT program.

Archie_B
QuickBooks Team

QB Online Payment Solution - Change Default Terms shown in email

Thank you for giving us details, coffeelady1.

 

I'd be happy to help give you more information on the payment terms and get you back to your business.

 

If your customer didn't pay yet, you can check and update the payment terms for your customer and resend the invoice with the correct payment terms.

 

Here's how:

 

  1. Log in to your QuickBooks.
  2. Click Customer Center on Customers menu.
  3. Open the customer's profile.
  4. Choose the Payment settings tab.
  5. On the Payment method, change it from Net 30 to Due on Receipt
  6. Click OK.

 

Once you've updated the payment terms, go back to the invoice and change the payment terms to Due on Receipt and resend it to your customer.

 

I've also added this article on how to record invoice payments from your customers in QuickBooks Desktop: Record an invoice payment

 

Let me know if you still have questions or clarifications about payments. I got your back. Have a good one.

 

coffeelady1
Level 3

QB Online Payment Solution - Change Default Terms shown in email

I am  sorry, I am not sure how to clarify -- so pictures may help.

Here is a snip of the customer's invoice that is attached to the email from QB Desktop Pro Plus 2021 Capture33993.JPG

 

And this is a snip of the "View & Pay Invoice" button -- showing due date is 30 days from date of email. 

Capture339932.JPG

 

 

So inside my QBDT Pro Plus 2021-- the customer has "terms" of DOR.  Then when I email the invoice to the customer, QB has decided the "due date" is 30 days from the date of the email. The terms in QB and the view & pay invoice screen are showing different due date/terms......I would like to know how to make those 2 be the same (have continuity, so that customer isn't confused and we are not taken advantage of). 

Charies_M
Moderator

QB Online Payment Solution - Change Default Terms shown in email

Thanks for clarifying your concern, coffeelady1.

 

Let's try a couple of ways to isolate this issue. Let's begin by sending the invoice through your personal email address and check if the payment terms are the same as what you have set up in QuickBooks.

 

Here's a handy reference for sending an online invoice: Send online invoices in QuickBooks Desktop.

 

If the issue persists, have them access their email on a private window (incognito) and pay their invoice from there. There are times the browser is full of frequently access page that causes unusual behavior.

 

Using a private window helps us verify a browser cache issue since this doesn’t store any cache files. To begin, you can provide them these keyboard shortcuts:

  • Press keys: Ctrl + Shift + N (Google Chrome browser)
  • Press keys: Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browser)
  • Press keys: Command + Shift + N (Safari browser)

If they're able to see the correct term, I recommend having them clear their browser's cache to refresh the system. If the issue persists, have them use other supported browsers. This way, we can verify if this a browser-related issue.

 

In case your customers can't pay their invoices online, this article helps them resolve it: What to do if customers can't pay their invoices online.

 

I'm only a post away if you have any other concerns while working with online invoices or anything QuickBooks. Have a good one!

coffeelady1
Level 3

QB Online Payment Solution - Change Default Terms shown in email

Charles, thank you for the response. The invoices are sent thru our personal email. It is rather silly that I have to ask any  customer who is not on NET30 to go to an incognito window to view and pay their invoice, don't you think? This is a "service" that I pay intuit to use. Shouldn't the service be smart enough to match what in on the invoice sent from QB? Seems like I pay handsomely for this service.  If this is the Intuit solution for this issue, it is pretty sad. I guess I will edit my email that goes out with each invoice to say that the due date shown in the "view & pay" invoice tab is incorrect bc Intuit can't figure out how to make it jive up with your actual terms which are XXXXXX. 

AlexV
QuickBooks Team

QB Online Payment Solution - Change Default Terms shown in email

Hello coffeelady1!

 

Allow me to join this thread so I can help you, too.

 

It's great that you verified that the term on the invoice is set to the correct one upon creating it. I'd like to know what happens when you send a sample invoice to yourself? You'll want to delete, then recreate the invoice and send it to your personal email to see if there's a difference.

 

Also, I suggest reaching out to our Support Team so they can further investigate the cause of this behavior.

  1. Go to Help, then select QuickBooks Desktop Help.
  2. Select Contact Us.
  3. Enter "Invoice Terms" when asked about the issue, select Let's talk, and then choose a way to connect.

 

For more references in managing your company's income and customers, you'll want to visit this page: Sales and customers.

 

Keep on posting here if you have other concerns. Take care!

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