How to show a proper aging with correct due dates for customers that have terms of Net 30, 60 or 90 EOM? QB doesn't seem to reflect the EOM due date correctly, When looking at the Customer info page, all EOM due dates appear as only 30 days or 60 days

It's nice to see you here, @Roxanne2024. Let me share some clarification about the due dates showing on the customer info page.

Please know that the due date displayed depends on the terms you've set up. Since they only appear as 30 or 60 days, you may be using Standard, which counts the number of days specified from the invoice date. To verify, take note of the term used on the transaction and then follow the steps below:

1. Select Lists on the top menu.
2. Hover your mouse to Customer & Vendor Profile Lists, then Terms List.
3. Double-click the term used on the invoice.

If you're referring to making the last day of the month the due date, create new payment terms as Date Driven. It will allow you to require payment on a specific day. You can do so by clicking the pencil icon from the Customer information page or going to the Terms List. I'll show you how:

1. Once you select the customer's name, click the pencil icon to edit.
2. On the Payment Settings, press the Payment Terms drop-down.
3. Hit Add new to enter the preferred EOM, then tap OK.

Once done, you can edit the invoices to choose the correct terms. From there, you'll be prompted to either reflect the changes in your current transaction or include the prior and moving forward ones. I'm adding a screenshot below:

Here's an article about the fields available on the template: Set up payment terms.

I'm adding this reference for your guide in case you'd like to add a discount to early payment: Record an invoice payment.

Let me know if you have additional concerns about managing terms and sales transactions in QuickBooks. I'm always here to help. Stay safe always.

Still working on this... will confirm with community once I have completed my assessment 

Thanks for the update, @Roxanne2024. 

We will keep check on this thread to see how things are going. 

Please don't hesitate to let me know if you have any additional questions or concerns. Take care! 

ok, so my for ex: Net 60 + EOM terms, they have already been set from prior years. I opened up edit to change "standard" to "date Driven" and the "Due Date" on the Customer Information still does not reflect an end of month due date. I logged out to refresh, that didn't work. What might be my issue or the reason the due date will not take effect after I have already ticked off date driven. 

I appreciate the steps you did as you modified the net terms in your transactions, Roxanne2024. 

In QuickBooks Desktop (QBDT), being able to change the date within the net terms is currently unavailable. As a workaround, you can manually change the due date within your company file according to your preferences. 

I would also recommend providing feedback to our Product Development Team for them to review and may consider your suggestion for their next update. 

Here's how: 

1. Go to the Help menu.
2. Select the Send Feedback Online option.
3. Choose the Product Suggestion. You'll be displayed with a pop-up window.
4. Type your feedback suggestion in the space provided.
5. Click the Send Feedback button.

Furthermore, you can also learn how to use and customize form templates in QuickBooks Desktop. This way, you can control how they look and what information to include in your entry.

If there's anything that we can help you with, please let us know. We'll ensure to help you in any way we can. 

@Roxanne2024 

Just to confirm, does Net 60 + EOM mean the bill is due within 60 days from the last day of the month in which the invoice is dated?  So, for example, if the invoice is dated 4-19-24, the invoice is due 60 days from 4-30-24?  If that's the case, the 'Date Driven' function in QB cannot accommodate that calculation.  The Date Driven function allows you to enter the net due by the XXth day of a month and allows you to move the due date to the following month if issued within XX days of the due date of the same month.  It cannot hit the moving target of EOM + 60 days AFAIK. 

Correct, so in all the responses I have received, what I need QB to do will not. Thank you for your assistance. 

Hello and thank you for the feedback. I now know from multiple responses that what I am looking to do is not feasible. Therefore, a workaround is necessary. THX 

Thank you , I now know what I want to do is not feasible.