Payment Terms in Estimate

Welcome to the Community space, @Matteo_S.

Allow me to share some information about adding payment terms to your estimates in QuickBooks Online (QBO).

When you create payment terms using the custom field, consider toggling off the Print on form button to hide it on your invoices.

Also, if you want to include the custom field in your printed estimates, you can activate it by toggling it on.

Here's how:

1. Go to the Gear icon, then click Custom fields.
2. Choose a custom field and click Edit.
3. Tick the All Sales form.
4. Click the toggle button beside the Print on form to print the custom field.

Moreover, I'm adding this helpful article as your reference in recording invoice payments in QBO: Record invoice payments in QuickBooks Online.

Don't hesitate to leave a comment below if you need more help with your estimates and invoices. I'll be around to provide further assistance.

I don't believe you answered my question though.

If I do as you say, the custom field "Payment terms" will appear in both invoices and estimates, I can't edit them individually.

It should not appear in Invoices, as Invoices have the "Terms" field already implemented and retrieved from the customer info.

Please tell me if there's something you don't understand in my question

Thanks

I hear your sentiments, @Matteo_S. I can see that your business has a definite need to include payment terms for your estimates in QuickBooks Online (QBO). Let me share some insights about this capability within the program.

You're correct that the custom field feature allows you to add certain fields to your estimates, yet it will also reflect on your other sales forms. Currently, there's no other possible way to set the feature for each sales form in the program.

I understand how essential it is to have the ability to add payment terms to your estimates. For now, I'll take note of your feedback to help improve our service. Also, you may personally send this product suggestion to our software engineers to work on its progress to include it in future updates. Let me show you how:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Type in your feedback and product suggestions.
4. Click Next to submit them.

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 use customer reviews to help you decide which app is best suited for your business type and needs.

Please know that you're always welcome to post a reply in this thread if you have any other questions about your QuickBooks. It's always my pleasure to help you out again. Keep safe!