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Y
YWWP
February 25, 2020
Question

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

  • February 25, 2020
  • 7 replies
  • 23 views
No text available

    7 replies

    MarsStephanieL
    MarsStephanieL
    Level 6
    February 25, 2020

    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.

    Y
    YWWPAuthor
    February 26, 2020

    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.

      S
      ShiellaGraceA
      Level 9
      February 26, 2020

      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.

       

       

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      Level 14
      February 26, 2020

      @YWWP 

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

      http://get.practiceignition.com/quickbooks

       

      Hope it helps.

      J
      JMRJ
      August 22, 2022

      I would also like to support the request to add the payment terms to the invoice!

        J
        JMRJ
        August 22, 2022

        I would also like to support the request to add payment terms to the estimate!

          C
          ChristieAnn 11
          Level 9
          August 22, 2022

          Hi there, JMRJ.

           

          Welcome to the QuickBooks Community. I understand that there are certain things that you need while using QuickBooks Online. Also, I recognize the importance of adding payment terms to the estimate. I'll ensure you can send feedback so your suggestion is forwarded to the Product Development Team.

           

          I suggest going to the Gear icon in QuickBooks Online and choosing Feedback. From there, you can submit a request about having the option to add payment terms to the estimate. Any recommendations are sent to our engineer for consideration in future updates.

           

          Lastly, you may refer to this article to see various details on how the Sales page provides you with detailed information about your sales transactions that have been created: View sales transactions.

           

          I'll be around to help if you have any other questions related to QuickBooks. Just let me know by leaving a comment below, JMRJ. Have a nice day ahead!

          W
          WT3D
          January 18, 2023

          We would also like to see this feature added to Quickbooks online as we need for our customers to see what the payment terms are going to be when we send them an estimate. We do not want to have to type this in manually every time. This would also insure that the payment terms we set follow all the way through to when the estimate is converted to an invoice.

            G
            GlenRVD
            November 4, 2022

            Hi.

            I'm wondering why this hasn't been added yet.

            Two things are negotiable with the customer; price and TERMS.

            They need to know, on the Estimate, what the expected terms of payment are.

            The sequence of Estimate to Invoice needs to be accompanied with the agreed to Terms.

              E
              Ericf1
              January 25, 2024

              This is a 4 year old post and the workaround does not work anymore. You can not do a custom field per custom form. I can add a custom field for "All Sales forms", but I can not add only to estimates.

               

              Why does QB make heir product worse as time goes on?

                M
                Matteo_S
                February 1, 2024

                I guess I'll add my voice to the choire.

                This is not a complex feature and, like others said, it's not very use-caes specific at all.

                 

                This is just a nice reminder of how the very common answer "this is not possible at the current time, send feedback to developers they will take into consideration", actually stands for " too bad 😞 "

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