How can I set add payment terms like "Direct Debit" to my invoice? I seem to have Net 30 etc, when I select Add new it just lets me add a new term only.

Hello, IUERTP123.

QuickBooks provides a wide range of accounting features. You'll need to integrate the software into any Direct Debit provider like GoCardless to add this payment option to all your customers.

Given that some of your customers utilize Direct Debit, you may already have your QuickBooks Online account linked to a service provider. To add it as an available option to all customers, set up a mandate for them. This serves as an agreement between their bank and your bank.

To submit the link and request Direct Debit, please ensure the customer have an active email address. Then, you can follow the steps below:

1. Log into QuickBooks Online, then go to the Sales menu.
2. Click the Customer tab.
3. Select the customer you want to set up a Direct Debit, and hit the dropdown under the Action column.
4. Choose Request Direct Debit.
5. You can also select multiple customers to set up a Direct Debit all at once, then click the dropdown under the Batch actions and choose Set up Direct Debit.
6. Preview the request form and edit the message if needed.
7. Click on Send to submit the link to your customer and set up the Direct Debit with their bank.

The procedure isn't immediate. It may take two or three working days to process this mandate request. You'll have to wait until it's approved.

You're welcome to visit our Help Articles page if you have other questions about future tasks.

Let me know if you need anything else in QuickBooks. I'll be around to help you.

Thanks for the reply and for you help. These customers are already on Mandates, so I just want to be able to set the Term text to say "Direct Debit". They will be on a recurring monthly invoice. How do I just add an option to say "Direct Debit"? thanks.

I appreciate you getting back, IUERTP123. I can see your interest in adding the Direct Debit text to your recurring transaction. I'm here to help you achieve your goal today.

I'm happy to know that your customers are already on mandates. At this time, you can add the Direct Debit term on your transactions by creating a custom field. 

1. Sign in to your QuickBooks Online (QBO) account.
2. Go to the Gear icon, then click on Custom fields under Lists.
3. Click on Add field, then fill out the details.
4. Hit Save.

Once done, include the field in the form style you're using.

1. Select Custom form styles from the Gear icon.
2. Locate the sales form you're using, then tap on Edit under Action.
3. Go to the Content section, then click the upper part of the displayed PDF.
4. Mark the box beside the custom field created under Display.
5. Click Done.

After that, set up you're recurring invoice, then enter the Direct Debit in the field provided. You can set your terms to Due on receipt since payment will be collected immediately.

1. Tap New from the Recurring Transactions window.
2. Select Invoice under Transaction Type, then OK.
3. Fill in the details from the Recurring Invoice page.
4. Save the template.

I'm adding these links for more tips while working with your recurring entries:

• Create recurring transactions in QuickBooks Online
• Review your recurring transactions in QuickBooks Online
• Edit a recurring template

While you're able to enter the text manually, you may also send feedback directly to our engineers about this matter. This way, they can consider adding the Direct Debit terms in the coming updates.

Please let me know in the comment section below if you have follow-up questions. I'm happy to work with you again. Have a good one!

Thanks but this doesnt really address my issue - because the Terms field will still display Net 30 - when it should Display "Direct Debit" instead - The payment terms are Direct Debit. Does it make sense? Can I just add a new Term, and call it Direct Debit and mark it as due 0 days?