How to set a default due date for new invoices?

The way to do this is to use terms to set the due date.

That doesn't work. We have net 30 set for all customers and the due date when creating a new invoice stays the same date as today's date

Hello there, @bae1bae1.

I'll help you fix the terms of your invoices in QuickBooks Desktop. Net 30 should show 30 days after the invoice date.

I suggest checking the Net 30 terms and ensure it is set correctly as the automation of the due date depends on the payment terms setup.

Here's how:

1. Choose the Lists tab from the top menu bar.
2. Select Customer & Vendor Profile Lists.
3. Click Terms.
4. Open the Net 30 term.
5. The box for the Net due should show 30.
   

You can then create a new invoice to check if it will now show the correct date.

If the issue persists, you can update your QuickBooks Desktop to the latest release to ensure you'll have the best experience with QuickBooks. Refer to this article for the detailed steps: Update QuickBooks Desktop to the latest release.

Once done, you can run the Verify Data and Verify Rebuild tools. It will help identify the issues within a company file and resolve them using Rebuild Data.

To run Verify Data:

1. Click the File tab at the top menu bar.
2. Hover your cursor to Utilities.
3. Select Verify Data.

Next, run the Rebuild Data option through these steps:

1. Click the File tab at the top menu bar.
2. Hover your cursor to Utilities.
3. Select Verify Rebuild.

Additionally, I've attached an article you can visit to know more about how to enter invoice payments in QuickBooks Desktop: Record an invoice payment.

Feel free to click the Reply button below if you have questions about managing invoices in QuickBooks Desktop. I'm always here to help. Have a great day.

@Ethel_A 

That is indeed how our net 30 settings look, but it's still not working on new invoices. I asked IT and he's nervous to run verify/rebuild. Are there any other options?

That is indeed how our net 30 settings look, but it's still not working on new invoices. I asked IT and he's too nervous to run verify/rebuild on the company file. Are there any other options?

I can assure you that there is nothing to be nervous, bae1bae1.

In the meantime, we don't have other options we can provide unless the suggested solution is performed. 

Using the Verify Rebuild tool in QuickBooks Desktop (QBDT) is generally not something to be scared of. It can be a helpful tool for troubleshooting and resolving data integrity issues within your QuickBooks company file. However, it is important to exercise caution and follow best practices when using this tool. Here are a few considerations before proceeding:

First, back up your company file. Before making any changes to your books, it is crucial to create a backup. Doing so ensures that you have a copy of your data in case any issues arise during the process.

Here's how:

1. Go to the File menu and select Switch to Single-user Mode.
2. Click the File menu again and hover over Back up Company. Then select Create Local Backup.
3. In the window, select Local Backup and then Next.
4. In the Local Backup Only section, select Browse and choose where you want to save your backup company file.
5. It runs a test to ensure your backup file is in good shape before saving.
6. When you're ready, select OK.
7. Select Save it now and Next.

Next, make sure the program is updated to the latest release. This way, you have the latest features and product improvements. If unsure, here's how to check:

1. Open QuickBooks Desktop.
2. Press F2 (or Ctrl+1) to open the Product Information window.
3. Check your current version and release.

I've listed the available current versions for your QuickBooks Desktop:

• QuickBooks 2024 R3_61
• QuickBooks 2023 R6_25
• QuickBooks 2022 R11_51
• QuickBooks 2021 R15_18

To download the update, please see this article:

1. Go to Help and select Update QuickBooks Desktop.
2. Click Update Now, then Get Updates.
3. Close and reopen QuickBooks to install it again.

Once done, you and your IT can start verifying and rebuilding your data to fix the net terms of your invoices. For detailed guidance, please refer to the steps shared by my colleague. You can also browse this article for reference: Verify and Rebuild Data in QuickBooks Desktop.

If you're still hesitant, I suggest contacting our QuickBooks Support Team to help you fix the issue. They have tools to access your account and ensure this gets sorted out.

Rest assured that we are here to support you throughout the entire process. We will closely monitor this thread to ensure that you receive all the assistance you require.

I followed your instructions.  There is no DEFAULT check box to make the NET 30 a default for a customer invoice.  The instructions do not work.  This feature is vital to any business and QuickBooks failing to add this feature is outrageous.

1. Go to the Customers menu, then Customer Center.
2. Double-click the customer's name.
3. Select the Payment Settings tab.
4. In the Payment Terms dropdown, select Net 30.
5. Click OK.

RE: There is no DEFAULT check box to make the NET 30 a default for a customer invoice.

Terms are set per customer, on the customer records, on the Payment Settings tab.  Once set, then each new invoice for the customer will get those terms: