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adventuresinacou
Level 1

Can I set the customer payment terms to the 15th day of the month following date of invoice?

 
1 Comment 1
jamespaul
Moderator

Can I set the customer payment terms to the 15th day of the month following date of invoice?

Hello, adventuresinacou.

 

Yes, and I'm here to help you set the term properly for your customer invoice. 

 

You can create another payment term and set it to every fifteenth day of the month. Here's how: 

 

  1. Click the Gear icon, then select All list
  2. Select Terms
  3. Click the New button.
  4. Select Due by certain day of the month, then enter "15" for day of the month.
  5. Click Save
  6.  

Add the new term under the Terms drop-down menu on the invoice creation page. 

 

QuickBooks uses the invoice date to calculate the term due dates. Depending on when you've issued your invoice, enter a day under Due the next month if issued within if . 

 

You might also find these articles helpful in setting up your payment terms and creating invoices: 

 

 

If you'd like to see your sales from invoices and check your inventory status, feel free to check this article for a guide: Use reports to see your sales and inventory status.

 

Need more help creating or customizing your invoices? Let me know and I'll lay down a guide or two.

 

If you have any other concerns regarding your customer transactions or any other processes in QuickBooks, add them to your reply and I'll see what I can do for you.