cancel
Showing results for 
Search instead for 
Did you mean: 
Legacy_Brittany
Level 1

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30. This customer is Net 30, but when I go to make a new invoice for them the invoice date is still used as the due date, then if I complete the invoice and save it, if I go back to the customer card than the payment terms will be defaulted back to no terms.

 

Example: 

qbdacc.jpgqbdai.jpg

Solved
Best answer October 24, 2018

Best Answers
Rose-A
Moderator

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

Good day, Legacy_Brittany.

 

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, click Templates.
  3. Double-click the invoice template,
  4. Click Additional Customization at the bottom.
  5. Put a check mark under Screen for Terms.
  6. Hit OK.
  7. Click OK again.

I've attached screenshots to guide you through the steps.

z.pngx.pngc.pngv.pngb.png

You can always get back to me if there's anything else you need. Have a great day!

View solution in original post

Rose-A
Moderator

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

Hi, Legacy_Brittany.

 

Thanks for getting back to me so quickly.

 

Once you create an invoice copy, you will be prompt to choose if you would like to have this new information to appear on your next invoice. Just click the Yes button.

 

This way the information will remain when you create a copy of an invoice.

 

Let me know if there's anything else you need.z.png

View solution in original post

19 Comments 19
Rose-A
Moderator

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

Good day, Legacy_Brittany.

 

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, click Templates.
  3. Double-click the invoice template,
  4. Click Additional Customization at the bottom.
  5. Put a check mark under Screen for Terms.
  6. Hit OK.
  7. Click OK again.

I've attached screenshots to guide you through the steps.

z.pngx.pngc.pngv.pngb.png

You can always get back to me if there's anything else you need. Have a great day!

Legacy_Brittany
Level 1

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

That definitely works!

However, if you "create a copy" of an invoice instead of creating a new invoice than it will return the due date to the invoice date and remove the terms from the customer card upon saving the invoice. It's silly to be irritated with it, but its just an unnecessary step to have to do.

 

Rose-A
Moderator

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

Hi, Legacy_Brittany.

 

Thanks for getting back to me so quickly.

 

Once you create an invoice copy, you will be prompt to choose if you would like to have this new information to appear on your next invoice. Just click the Yes button.

 

This way the information will remain when you create a copy of an invoice.

 

Let me know if there's anything else you need.z.png

MMiller22
Level 1

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

I have the same problem and it is very irritating.  If I don't check my terms list every day at least one of my customers will get a past due invoice when they should have Net 30 terms.  It doesn't look like this thread solved the issue, or did I miss it?

Charies_M
Moderator

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

Hello there, MMiller22.

 

I appreciate you for sharing your experience with us. Let me bring clarifications about invoice terms in QuickBooks Desktop.

 

I've replicated this on my end and wasn't able to get the same result. Let's check if it's a data issue by running the Verify Data Utility tool. This helps resolve unexpected behavior like this.

 

Below are the steps on how to do it:

  1. Click File.
  2. Click Utilities.
  3. Click Verify Data.
  4. When prompted with error, click Rebuild Now.

Or you can follow these steps to rebuild your data:

  1. Click File.
  2. Click Utilities.
  3. Click Rebuild Data.

Once done, try checking your the bank account number again and see how it works.

 

For more detailed instructions, I’d recommend checking this article: Resolve data damage on your company file.

 

Let me know if you've got the chance to try the steps above and how it works. I'm always here if you need more help.

Beryl
Level 3

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

I have gone through all the solutions given but it does not seem to resolve my similar issue. When I am viewing the invoice on my screen, in large red letters under the word Invoice (for an Invoice) I see "Past Due".  See attachment.  The date of the invoice in this case is  3/31/20 although I am creating it on 4/2/20 and viewing it on 4/2/20.  If the bill was due on the date of the invoice it would indeed be past due 2 days later but there are no terms to that effect for the customer, template of the invoice, terms of the expense or income accounts, etc etc.  It is not Past Due and I do not want to see that it is Past Due. This has nothing to do with the Past Due Stamp or the desire to see the terms on the invoice template.

ReyJohn_D
Moderator

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

Thanks for joining the thread, @Beryl.

 

QuickBooks will only post a past due stamp on your invoices once these transactions are due. The Invoice Date and Due Date may have been set to the same date. And that's why the sample invoice shows as past due even if there are no terms. You'll have to customize your invoices to fix this. Here's how:

 

  1. Go to the Customers menu.
  2. Click Customer Center.
  3. Choose the invoice under a specific customer.
  4. Click the Formatting tab on the upper part of the invoice then select Customize Data Layout.
  5. Check the Due Date box.
  6. Hit Ok.  

37.PNG38.PNG39.PNG40.1(final).PNG


Once checked, you can set a different due date for your invoice.

 

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 QuickBooks concerns. I'll be around to help you achieve your goals. Have a nice day and take care always!

Beryl
Level 3

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

This solution resulted in seeing a due date option on my screen, not surprisingly, but it did not impact the actual problem that when I view the invoice, QB identifies it as past due. This is not an issue with how the invoice itself looks, template, customization, etc.  I would have expected it to be associated with whether a past due / grace time period was set up in the Customer account but that is not the case. I can make it due in no days, 60 days, doesn't matter. I still see the Past Due on the invoice entry screen. Again--this has nothing to do with printing or hte look of the invoice :( Attaching another screenshot.

ShiellaGraceA
QuickBooks Team

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

I appreciate you trying the recommended steps, @Beryl.

 

Since you're still getting the "Past Due" stamp in your invoice, I recommend contacting our Technical Support. This way, we can check your file and investigate further.

 

In the meantime, you can try creating a new invoice template. Here's how:

 

  1. Go to Lists, then Templates.
  2. Scroll down to Templates drop-down and then New.
  3. Select Invoice and then OK.
  4. Add your customization and hit OK.

Here's an article for more information about: Use and customize form templates.

I'll also share our page about QuickBooks Desktop income and expenses for more tips and recommendations.

 

Stay in touch if you have other questions and concerns, I'd be around for you. Thanks for joining us and be safe.

Beryl
Level 3

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

THIS IS NOT ABOUT THE TEMPLATE, PAPER INVOICE, STAMP, ETC. if you review the screenshot you will see this is only a question regarding what I see when I'm in the customer account on QB Pro, viewing the invoice. The screen shows "Past Due" but the account is not past due. I have no issues with the invoice as it is printed, I only want to know why QB perceives the account as past due and how to change that.

Joseph_A
QuickBooks Team

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

Thank you for dropping your additional question, @Beryl.

 

One of the reasons why QuickBooks perceives the account as past due is on how you set up the term on your invoices. Let me provide you the steps on how to set it up properly:

 

  1. Open your QuickBooks desktop and go to the List menu.
  2. Choose Customer and Vendor Profile List.
  3. On the side arrow, select Terms list.
  4. Choose the preferred term.

You can also create a new term:

  1. On the bottom left side of your screen click on Terms then select New.
  2. Fill in the box with your preferred term, once done click OK.

Feel free to read this article for your future reference related to the past due invoices: Show Past Due stamp on invoices.

 

I'm here to answer if you have additional questions, take care!

Beryl
Level 3

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

I appreciate your help--I tried several approaches following your instructions. Attached is what I did (QB2.jpg) and what I still see (QB.jpg).   In the lists subpulldown

I did select the "no terms" and click on "use" while I was in

the customer account but it made no difference :(

GlinetteC
Moderator

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

It's good to have you back here, Beryl.

 

We do appreciate all the recommended steps you've performed. Since you're still getting the same result, I would recommend reaching out to our Customer Care Support Team. They have available tools to do a screen-share with you and can take a look into your account. That way, they can investigate this issue further.

 

Here's how to contact them:

  1. Open QuickBooks.
  2. Go to Help, then choose QuickBooks Desktop Help.
  3. Click Contact Us.
  4. Enter the details of the issue in the box, then click Continue.
  5. Select the best support option for you.

 

Check out our support hours and contact us at a time convenient to you.

 

Please let me know if you have any other issues or concerns in the comment below. I want to make sure everything is taken care of for you.

Beryl
Level 3

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

Thank you--customer care resolved the question! Here it is. Yes, it was the issue you recommended about List, Customers, payment terms, etc. However, I was then testing that by viewing the most recent invoice I sent. In fact, there were 2 considerations

1. Making sure the payment terms were not "no terms" (which I thought meant "they can pay whenever they want" but instead means "default to due as of the date of the invoice"). I chose 31 days grace period just to have something more like what I actually do.

2. The view of the invoice which does not have on the screen the red "Past Due" would not take place until I started a new invoice after the date of the change in terms. So the reason I could not "make it go away" was because the terms were not officially "changed." In the future, unless the balance is, in fact, older than 31 days, I will not see the red Past Due on my screen--

That resolves the issue.

Thank you all.

RayOfLight58
Level 1

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

Hi Joseph,

 

For some reason my Quickbooks software quit using the terms I set. Everytime I upload an invoice from ITS is changes to being due that day and I need to manually update the invoice.  Do you have any suggestions for this issue?

 

Mich_S
QuickBooks Team

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

Greetings,@RayOfLight58.

 

Thank you for reaching out to us. Let me give you ideas about Invoices and terms.

 

Whatever information from the invoice will carry over once it's uploaded. Since your invoices are imported from ITS, the Due Date is provided already in it. Also, make sure that the terms set up on the item list are the same.

 

It's also possible that it has something to do with the mapping of your transactions. If you still have the same issue, I suggest giving ITS a call for further assistance.

 

You're also welcome here in the Community. Stay safe and have a good one!

RayOfLight58
Level 1

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

This is not working for me.  I still need to manually adjust terms for every invoice that I upload to QB.  It is very frustrating.

JonpriL
Moderator

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

I wish I could make it better, @RayOfLight58.

 

You're on the right track, manually adjusting the details of your invoices will help correct them accordingly. Since it'll still show the incorrect term used after importing, I'd recommend contacting the Technical Support of ITS.

 

With their tools, one of the specialists can help you determine why the invoice will show an incorrect payment term and update the mapping of your transactions to fix this.

 

Also, here's a reference with a compilation of articles you can use while working with your customers and sales transactions: Sales and Customers for QuickBooks Desktop.

 

If you have any other questions, please let me know in the comments below. I'll be here to lend a hand.

beancounter808
Level 1

Quickbooks desktop changes customer terms every time I change the invoice date. How do I keep it from automatically changing their terms and automatically changing it to the proper due date? Example, Net 30.

None of these "answers" are actually answering the question. QB use to be able to set a default terms for all customers. When you changed the default terms, which use to be under preferences (settings), the system would ask you if you wanted to change it for all customers. What happened to this option?

Need to get in touch?

Contact us