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.

@YWWP 

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

http://get.practiceignition.com/quickbooks

Hope it helps.

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.

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.

• How to Adjust Invoice Payment Terms in QuickBooks Online.

• How to Set Up QuickBooks Payments.

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

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.

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.

I would like to support the request to show the payment term on the estimate as well as the invoice, for the reasons already mentioned. We import custom style sheets for invoices and estimates, so the workaround that suggest creating a new generic field called Payment Terms will not work. As mentioned, different customers have different payment terms, and occasionally these terms must change, so publishing such terms in an estimate is important, especially when this information already exists and is managed in the customer database.  Thank you. 

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

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

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!

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.

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.

I appreciate you for joining the thread, @WT3D.

Know that to have this option added, you'll want to send a feature request to our Product Development Team. This way, they'll see your suggestion and consider adding it to the next program update. I'll be happy to input the steps below so you can proceed. To begin, here's how:

1. Access your QuickBooks Online company.
2. On the top right-corner, click the Gear icon.
3. Under Profile column, select Feedback.
4. Enter a brief description of your feature request.
5. Once you're ready, click Send.

In addition, here's an article to help you manage payments in QBO: Take and process payments in QuickBooks Online with QuickBooks Payments.

You can also check this page about adding more details to your report: Customize reports in QuickBooks Online.

I'm happy that you drop by today, @WT3D. If there's anything else that you'd like me to help you with, or if you have any additional QuickBooks-related concerns. Don't hesitate to post them here again. I've got you covered. Stay safe, and have a nice day!

I did just send feedback the way you suggested. I also just noticed that this thread was started 3 years ago. Seems to me that the request for the Terms field to be available on the Estimate should have fulfilled by now. It can't be that hard to code. 

As someone pointed out, Estimates or quotes should have the payment terms spelled out up front for the customer.

We just transferred to QBO from the desktop version and the feature to put terms on the Sales orders (Estimates) was there.

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?

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 "

just here to point out this workaround is no longer available, for anyone browing looking for this

https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/payment-terms-in-estimate/0...

Here's another request to Please add TERMS to the ESTIMATE. This is needed. I've used both of my allotted Custom Fields and cannot add another.

Hi there, @scottice. I acknowledge how relevant this feature is when handling your estimates in QuickBooks. I'll help you send a feature request to our product development team.

Currently, the option to show payment terms on estimates is unavailable. I suggest you send feedback regarding the feature request to our Product Developers. They can consider adding them to our future product updates.

Here's how:
 

1. Access your QuickBooks Online company.
2. On the top right corner, click the Gear icon.
3. Under the Profile column, select Feedback.
4. Enter a brief description of your feature request.
5. Once you're ready, click Send.

In the meantime, you'll want to go to the QuickBooks App Center website to search for a third-party application that lets you add payment terms to your estimates.

You can also convert an estimate into an invoice in QuickBooks Online.

For further information, if you want to track your transactions, please visit this article: Run reports in QuickBooks Online.

Feel free to drop a comment if you have further questions or concerns regarding managing payments in QuickBooks Online. We're always here to assist you.