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mary46
Level 1

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.
8 Comments
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 1

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 1

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 1

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.

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