Shania_C
QuickBooks Team

Other questions

Glad to have you here in the Community, @Dawnnelsen.

 

Let me share some insights about your concern in changing payment terms for a customer and lock into an existing job in QuickBooks Desktop.

 

In QuickBooks Desktop, once you have set up payment terms for a specific customer, those will automatically appear in transactions related to that customer's job. However, it is currently unavailable to set up terms for each job.

 

Furthermore, here are some articles you can check to learn different ways to track customer transactions, and how to receive and process customer payments for invoices and in-person sales in QuickBooks Desktop:

 

 

Please let me know if you have other concerns or need help with. Just hit reply and will be there to lend a hand. Keep safe, @Dawnnelsen.