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thedeclutterqueen
Level 1

Hi. I want to change the setting so that when an invoice is sent out payment is due immediately and not in 30 days

 
1 Comment 1
Kurt_M
QuickBooks Team

Hi. I want to change the setting so that when an invoice is sent out payment is due immediately and not in 30 days

It's a pleasure to welcome you here today, @thedeclutterqueen. I'll help you configure the invoice to be due immediately upon sending it to a customer in QuickBooks Online (QBO).

 

Whenever you enter an invoice in your company, you'll want to ensure Due on receipt is selected in the Terms field inside the transaction. This way, you'll no longer have to wait for 30 days before it is due. These are the steps:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the + New button.
  3. Select Invoice.
  4. Enter all the important details.
  5. In the Terms field, select Due on receipt.
  6. Once done, click the Save or Save and send button.

 

I have included screenshots below for reference.

 

image (20).png

 

image (21).png

 

To streamline your invoicing process in the future, you can create a recurring transaction in which everything is set and ready to go. See this page for more details: Create recurring transactions in QuickBooks Online.

 

On top of that, you can check out this article to help you manage customer's invoice payment inside QBO: Record invoice payments in QuickBooks Online.

 

I'm eagerly anticipating your next visit if you require further assistance with invoicing or have other QuickBooks-related concerns. I'll be here, and I can provide a helping hand anytime. Stay safe, and have a nice day.