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Level 2

Feature request: show payment terms on estimates (same as invoices)

 
6 Comments
QuickBooks Team

Feature request: show payment terms on estimates (same as invoices)

Thank you for bringing this up in the Community, YWWP.
 
An estimate is a non-posting transaction that has a different purpose compared to an invoice. You can use an estimate when preparing a quote or a bid for your project proposal to your customers. By the time it will be approved by the customer, that’s the time you'll create an invoice.
 
This is the reason why QuickBooks Online feature for payment terms is only available in an invoice not in an estimate. Although, you can link both transactions as long as it's with the same customer.
 
To know more about estimates you can check this article: Set up and use estimates.

 

Let me know if you have questions in mind, I'm here to help you out. Take care.

Level 15

Feature request: show payment terms on estimates (same as invoices)

@YWWP 

Explore this app to put terms in your estimate/proposal.

http://get.practiceignition.com/quickbooks

 

Hope it helps.

Level 2

Feature request: show payment terms on estimates (same as invoices)

I understand what estimates and invoices are. When I send an estimate to a client as a proposal, I want it to show what their payment terms will be when they agree to the proposal.

QuickBooks Team

Feature request: show payment terms on estimates (same as invoices)

Hello @YWWP,

 

Since the payment term option is only available in invoices, you'll want to add a custom field to your estimate. Let me walk you through how.

 

  1. Go to Gear, then Custom Form Styles.
  2. Edit your estimate template.
  3. Choose the Content tab, then select the header part of the estimate.
  4. Scroll down and click the +Content field link.
  5. Mark the box and enter "Payment Term".
  6. Hit Done. Please see attached screenshots for steps 4 and 5 below.

After editing your template, you can manually add the term on your estimate and sent it to your customers. Please check this article and a short video clip for your reference.

 

 

I'd be around if you have questions. Feel free to swing by anytime. Thank you and have a wonderful day ahead.

 

 

Level 2

Feature request: show payment terms on estimates (same as invoices)

Yes, I do this as a workaround. However, it means I have to go look up the terms for every customer every time I make an estimate. It would be so easy for QBO to display this field, calling on the terms stored in customer details, in exactly the same way it does on invoices. Please log my feature request.

QuickBooks Team

Feature request: show payment terms on estimates (same as invoices)

Hello again, YWWP.

 
Thank you for bringing this up in the Community.I will send your feature request to our product developers. They will be the one who tests the customer’s requests if they will consider it to the next update.
 
You may refer to the articles in customizing the invoice provided by my colleague ShiellaGraceA.
 
Do you have questions in your mind? Let me know right away so that I can assist you. Take care.

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