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Aug 8, 2023 7:28 PM UTC
Question

How do I add a new Net Term on my drop down?

For a customer

1 reply

Aug 8, 2023 8:29 PM UTC

Thanks for reaching out to the Community, Teriz.

 

You can add new payment terms from your Account and Settings screen.

 

Here's how:
 

  1. Use the Gear icon.
  2. Go to Account and settings.
  3. Access your Sales tab.
  4. Find the Sales form content section and click its Pencil (🖉) icon.
  5. Click your Preferred invoice terms drop-down arrow (▼).
  6. Choose + Add new.
  7. Enter a name and any other necessary details.
  8. Hit Save.
  9. Select Save, then Done.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

I'll be here to help if there's any additional questions. Have a great Tuesday!