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mcsean6
Level 1

How do I customize payment terms. Like due upon receipt from my iPhone?

 
1 Comment 1
MorganB
Content Leader

How do I customize payment terms. Like due upon receipt from my iPhone?

Hey there, mcsean6.

 

Welcome to the Community. I'd be glad to walk you through how to customize payment terms within the QuickBooks Online mobile app.

 

This can be done on each new invoice you create. Here's how:

 

1. Tap the green + button at the bottom of the app screen.

2. Select Create invoice.

3. Tap Terms and scroll to the top of the list to choose Due on receipt.

4. Fill in the remaining form info and select Save in the top right corner.

 

Doing so will allow you to notify your customers of when you their payments are due. The following linked article provides additional info about How to Adjust Invoice Payment Terms in QuickBooks Online.

 

Please don't hesitate to reach back out if you have any other questions. I'll be here to help.

 

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