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mary46
Level 3

Why are payment terms not automatically populating in invoices suddenly?

Each customer record has payment terms, but when I create an invoice, the terms don't automatically populate, this was not a problem until recently when we upgraded to enterprise solutions.
44 Comments 44
Michael K
Moderator

Why are payment terms not automatically populating in invoices suddenly?

Hey there, @mary46. Hope you're having a great Friday.

 

To best assist you with your issue with terms for customers, I'd like to get some additional information. Are there any other users that may be able to test this? Does this happen to all customers or only select customers?

 

Once I know this information, I'll be able to get you back to business in no time. Just use the Reply button below to reach back out and I'll be here for you. 

mary46
Level 3

Why are payment terms not automatically populating in invoices suddenly?

It is happening randomly for customers and instances.  Every time it happens, I choose the Terms AGAIN, then the window pops up that asks do you want it to change for future transactions and I say YES, then it continues to happen.  I am the only one who creates invoices.

mary46
Level 3

Why are payment terms not automatically populating in invoices suddenly?

This reply was in error.

Kendra H
QuickBooks Team

Why are payment terms not automatically populating in invoices suddenly?

Hi there, @mary46.

 

Thanks for following up on the payment terms not automatically applying to invoices.

 

I've replicated this on my end and wasn't able to get the same result. Let's check if it's a data issue by running the Verify Data Utility tool. This helps resolve unexpected behavior like this.

 

Here's how:

  1. Click on File.
  2. Select Utilities and choose Verify Data.
  3. When prompted with the error, go to Rebuild Now.

Or you can do the following to rebuild your data:

  1. Choose File.
  2. Go to Utilities.
  3. Click Rebuild Data.

For more detailed instructions, I'd recommend checking this article: Resolve data damage on your company file.

 

Let me know if you've got the chance to try the steps above and how it works. If you have any more questions, please don't hesitate to comment below. Have a good weekend!

 

mary46
Level 3

Why are payment terms not automatically populating in invoices suddenly?

It tied up my computer for hours, which I didn't expect and didn't solve my problem.  It is still happening.

Michael K
Moderator

Why are payment terms not automatically populating in invoices suddenly?

Thanks for providing an update, @mary46.

 

Since the steps my colleague provided didn't resolve your issue, I'd like to check for any errors on your Company File. It's super easy to do and should only take a couple moments. Check it out:

 

  1. Close QuickBooks.
  2. Download the QuickBooks Tool Hub file. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop).
  3. Open the file you downloaded (QuickBooksToolHub.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub. If you can't find the icon, do a search in the start menu for QuickBooks Tool Hub and select the program.
  6. From the tool hub, choose the Company File Issues tab.
  7. Click Run QuickBooks File Doctor. It can take up to one minute for the file doctor to open.
  8. In QuickBooks File Doctor, select your company file from the drop-down menu. If you don’t see your file, choose Browse and search to find your file.
  9. Tick Check your file (middle option only) and then Continue.
  10. Enter your QuickBooks admin password and then Next. The scan time depends on your file size. In most cases, it can take up to 5 minutes. Once the scan finishes, open QuickBooks and your company file. Your issue may have been resolved even if the scan says it was unsuccessful.

 

After you fix your company file, back it up. For detailed steps, see create a backup of your company file. You should also check for any software updates. In QuickBooks Desktop, go to the Help menu and select Update QuickBooks Desktop. Run updates regularly and verify and rebuild data to help get ahead of errors.

 

Let me know if you have any other questions by hitting the Reply button below. I'll be happy to help. Have a good one.

scorkwell
Level 1

Why are payment terms not automatically populating in invoices suddenly?

This issue is also happening to my QB Company files after changing to Enterprise Solutions: Manufacturing & Wholesale 19.0.  I'm eager to hear if this solution has worked for anyone?

Charies_M
Moderator

Why are payment terms not automatically populating in invoices suddenly?

Thanks for keeping us updated with the results, scorkwell.

 

I appreciate you for trying out the steps shared above. I want to make you'll get the solution needed.

 

Since you've tried the possible solutions above with no avail, I suggest contacting our QuickBooks Care Support. I know that you've already reached us for the same issue. However, our phone support have the tools to conduct a thorough investigation to identify the reason why payment terms are not automatically applying to your invoices.

 

Here are the steps to contact support:

 

  1. Click Help at the top menu and select QuickBooks Desktop Help.
  2. In the Have a Question? window, enter a topic.
  3. Click Contact us.
  4. Hit the Stat Messaging button.
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Please take note our operating hours for chat support depends on the version of QuickBooks that you're using. Please see this article for more details: Support hours and types.

 

Keep me posted for additional questions or other concerns. I'd be more than happy to help. Wishing you the best of luck.

MU95
Level 2

Why are payment terms not automatically populating in invoices suddenly?

I am having this problem presently as well. Was there ever a solution to this posted?

JessT
Moderator

Why are payment terms not automatically populating in invoices suddenly?

Hi there, MU95.

 

Let's check to see if damaged data is causing this behavior.

 

If you haven't already, you can update your QuickBooks and run the verify and rebuild data utilities. Just follow the steps provided by my colleague.

 

Let me know if you have other concernts.

mary46
Level 3

Why are payment terms not automatically populating in invoices suddenly?

You must have posted your response without reading the thread.  Tried to rebuild, it took hours and hours and didn't fix the problem.  Not doing it again.  Since other people are having the same problem, it is clearly not my data.  And to top it all off, now the terms are disappearing from the Customer profile!  It is so frustrating.

Rasa-LilaM
QuickBooks Team

Why are payment terms not automatically populating in invoices suddenly?

Hello there, mary46.


This isn’t the kind of experience I want you to have when using the desktop program. Let me help ensure the payment terms will show on your invoices.


We’ll have to review how the mentioned feature is set up in your QuickBooks. This will help identify why it’s no longer showing up on the customer’s profile. Performing this process requires us to access your company file.


For security reasons, we’ll have to connect you to our Technical Support Team. They have extra tools to help determine the cause of this unexpected behavior. Once identified, our specialists will walk you through the process of how to apply the permanent solution.


This reference provides more insights about setting up payment terms. From there, you’ll also learn how to add the feature to a vendor’s profile.


Additionally, the links below contain resources that will help you efficiently handle any customer or vendor related-tasks.

 

Don’t hesitate to leave a comment below if you still need help with managing terms. I’ll get back to help and make sure this is taken care of for you. Have a good one.

Toonces
Level 3

Why are payment terms not automatically populating in invoices suddenly?

We have the same exact problem. We set up all the customers individually for  Net 30 payment terms, but when we create a new invoice the payment terms field is NOT filled with the default terms we set up for each customer.

There is definitely something wrong in the QB system. We are using QB Enterprise with Wholesale and Manufacturing. 

MU95
Level 2

Why are payment terms not automatically populating in invoices suddenly?

I spoke to QB support at length about this.  In the end, they acknowledged this was a known problem without a solution.   The representative I spoke to submitted a ticket for their engineers to investigate but also cautioned they were swamped with working out bugs with the newest release and could not provide an estimated of when (if ever) they may get to it.

Toonces
Level 3

Why are payment terms not automatically populating in invoices suddenly?

Thank you for the update. We've sent out invoices without double checking the payment terms field and then the AR aging looked wonky until we drilled in to find out the Net 30 payment terms were not automatically populating. We'll have to be more diligent on proofing that part of the invoice before emailing it to the customer. 

MU95
Level 2

Why are payment terms not automatically populating in invoices suddenly?

That is precisely our experience and our method as well. Hoping QuickBooks figures out a solution soon. 

Toonces
Level 3

Why are payment terms not automatically populating in invoices suddenly?

We are continuing to deal with this issue. It's a huge waste of time and energy. We are having to add the default payment terms to customer invoices way to often. We have another person double the check the AR Detailed Aging for any oversights. 

RCV
QuickBooks Team
QuickBooks Team

Why are payment terms not automatically populating in invoices suddenly?

This is not the impression we want you to experience when setting up payment terms in QuickBooks Desktop, Toonces. 

 

We can run the repair tool to help resolve odd behavior where payment terms are not automatically populating on invoices. Let's create a backup company file first just incase you ever run into problems. We can use your backup to restore your data. Here's how to repair the software: 

  1. Restart your computer.
  2. Go to the Windows Start menu, and then pick the Control Panel.
  3. Tap Programs and Features and then Uninstall a Program.
  4. Choose QuickBooks and then Uninstall/Change.
  5. Press Continue or Next.
  6. Hit Repair and then NextNote: The repair should start right away, but it may take a while to finish. You can leave it running and come back once it's done.
  7. Click Finish when done.
  8. Restart your computer to complete the repair.
  9. Ensure that your QuickBooks Desktop is updated to the latest release.

 

If the same thing happens, try opening another sample file to verify if the same error occurs. The process will also help us identify where the problem is stemming from within the system. Here's how:

 

  1. Open QuickBooks Desktop.
  2. In the No Company Open window, click the Open a sample file drop-down. 
  3. Follow the remaining steps until finish.

 

If the options work fine, I suggest running the Verify Data and Verify Rebuild tools. These features in QuickBooks will help self-identify data issues within a company file and self-resolve them using Rebuild Data. 

 

To run Verify Data:

 

  1. Click the File tab at the top menu bar.
  2. Hover your cursor to Utilities.
  3. Select Verify Data.

 

Next, please run the Rebuild Data option through these steps:

 

  1. Click the File tab at the top menu bar.
  2. Hover your cursor to Utilities.
  3. Select Verify Rebuild.

 

After following the steps above, restart your QuickBooks. Here's an article you can refer to for more details about fixing data damage on your QuickBooks Desktop company file. Visit our QuickBooks Help Articles page for more insight s about managing your business in your software.

 

I'd like to know how you get on after performing the steps as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Take care always.

MU95
Level 2

Why are payment terms not automatically populating in invoices suddenly?

This is all nonsense. Anybody who has experienced this problem on ongoing basis has been through these steps - in my case more than once. It does not identify or solve the problem. Intuit/QuickBooks needs to investigate the underlying coding problem.   This is a well-documented problem that shows up in many threads.  Read the problem statements.   Investigate root causes.  Fix it.   Stop providing rote worthless instructions that waste time.

mary46
Level 3

Why are payment terms not automatically populating in invoices suddenly?

Agreed!  I spent hours rebuilding data with ZERO change in the issue.  What makes you think I would do that again when it didn't solve my problem and is only getting worse and more frequent.

dshoe
Level 2

Why are payment terms not automatically populating in invoices suddenly?

We are having the exact same problem and have followed these steps and it still is doing the same thing.  Please fix this problem!!!

dshoe
Level 2

Why are payment terms not automatically populating in invoices suddenly?

We are having the exact same problem.  We have followed these steps to correct and still the same thing happens.  Please fix the problem with the software.

Charies_M
Moderator

Why are payment terms not automatically populating in invoices suddenly?

Hello there, dshoe.

 

I appreciate you for trying out the steps shared above. I want to make you'll get the solution needed to resolve the issue where payment terms not automatically populating in invoices in QuickBooks Desktop.

 

Since you've tried the possible solutions above to no avail, I suggest contacting our QuickBooks Care Support. Oour phone support has the tools to conduct a thorough investigation to identify the reason why you're getting the fatal error and come up with a fix.

 

Here are the steps to contact support:

 

  1. Click Help at the top menu and select QuickBooks Desktop Help.
  2. In the Have a Question? window, enter a topic.
  3. Click Contact us.
  4. Hit the Stat Messaging button.
    QBDT ChatSupport.PNG

Please take note our operating hours for chat support depend on the version of QuickBooks that you're using. Please see this article for more details: Support hours and types.

 

Keep me posted for additional questions or other concerns. I'd be more than happy to help. Wishing you the best of luck.

Facilities
Level 1

Why are payment terms not automatically populating in invoices suddenly?

We are having the same issue except on our Vendor files.  We have the default at the Vendor file coded for "Due Upon Receipt" yet when creating a new bill, it sets the due date at Net 30 and leaves the "Terms" field blank.  

 

From my previous experiences with customer support, the response suggested by QuickBooks is the same "canned" answer to all issues when they have no idea how to resolve - Backup and Rebuild.  Good luck getting a response as I have NEVER received any resolution to issues we have reported.  We get the "We have forwarded to our engineers . . ." and then never see an update or find a solution.

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