Anyone know how to display credit terms on Estimates?

Hi, @mark124.

Thank you for joining here in the Community. It would be my pleasure to provide you the steps on how to display the credit term on Estimates in QuickBooks Online.

QBO gives you the tools to add the info that matters to your business so that it will look attractive and professional-looking estimates. 

Here's how: 

1. Go to the Gear icon, then Account and Settings. 
2. Select Custom Form Styles and click New style.
3. Pick Estimates, then choose the Content tab. 
4. Hit the Edit icon in the first box and press the Custom field link located in the bottom part.
5. Enter Credit Terms and tick the box. 
6. Tap Done. 

For additional information about the process, please check this article: Customize invoices, estimates, and sales receipts.

Once done, let's create a sample estimate by going to the Plus icon, to see how how it works in the transaction template. 

1. Select the Estimates tab under Customers.
2. Choose a customer's name and email.
3. Complete the needed information, then hit Print and Preview. 

To learn more on how to attach a logo, delete estimates, and other related topics, please browse these articles below:

• Set up and use estimates
• Add, customize, or remove logos on sales forms

If there's anything else you need from me, feel free to comment below. I'm always here to help in any way I can. Have a great rest of your day!

Thank you for your help.  Is there a way to use a terms data field which automatically fills in customer terms to the custom field, or do the terms need to be entered manually for each order for every customer?  Thanks.

Hi Michelle.  I have replied a few times and my responses don’t appear to be getting through.  My apologies if responses are showing up somewhere I am not seeing them.  First, thank you for your help and clear instructions.  My follow up question is whether I can link the terms data field to the custom terms tab created.  Can that be done or do terms need to be added manually to each estimate for every customer?  Thanks.

Hi there, @Mark.

You can have a custom field permanently on the invoice sent to customers. Like my colleague @Michelle_b stated earlier, must you go to the custom field tab in the picture, and have to make sure to have the master invoice or the invoice used to send to the customers. I've got you a link to a video that will help understand these Custom Fields and how they work.

Please know if you have any other question, I'm always here lending a helping hand. Happy Hump Day!

Thanks Sarah.  Still getting an empty field.  Credit Terms text shows up on estimate however actual terms do not.  These are all new customers and have not yet had invoices generated.  I think my problem may be that I'm using the Plus version of QBO.  

The details of the customized field have to be entered manually, mark124.

The pre-fill option is only available when creating an invoice. Rest assured, I'll take note of this product suggestion and share it with our Development Team.

The enhancement of our product comes from the ideas of our customers. With that said, our developers will analyze this one and may be added as one of our new feature release.

You can also visit our blog to know what's new with QuickBooks Online.

If you're ready to convert an estimate into an invoice, you can check this article: Convert an estimate into an invoice.

I will always be right here ready to help you!

I asked this question and made the suggestion to add this feature some years ago as well. Understand the instructions here are a clunky, manually entered, workaround. If you do this as we have your estimates will have one terms field and invoices will have two terms fields. If you make a mistake with the manually entered terms then these two terms fields will not agree with each other and your customers will be confused. Intuit, give us the option of including the linked terms field on the estimate already!

This is yet another SIMPLE task for QBO to complete and doesn't. How is it possible to not have the terms linked to an Estimate? THIS NEEDS TO HAPPEN. What kind of accounting software makes you type in the terms every time you want to create an estimate for the same customer? It should automatically have the list generated for you to choose from just as Desktop did. This is not an unreasonable request. It's something that should have happened when this software was created.

HUGE WASTE OF TIME for the person entering data over and over that QB should have saved in that customer's profile.