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Invoice Terms

Forum|Forum|6 years ago
October 20, 2019
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Hi, just wondering how to add 30 days end of month to the invoice terms instead of manually changing the due date every time any help would be great thanks

QuickBooks Online

Best answer by AlcaeusF

Welcome to the Community, A Black Towing.

Setting up invoice terms to due every 30 days end of the month can be done by going to the Company settings. Here's how:

In your QuickBooks Online (QBO), go to the Gear icon at the top right to get to the Account and Settings.
Click the Sales menu at the left pane, then tick the Sales form content section.
In the Preferred invoice terms drop-down, choose Add new.
Enter a name and select the Due by certain day of the month radio button, then enter 30 in the day of month box.
Hit Save to complete the process.

For additional information, consider checking out this article: How to Adjust Invoice Payment Terms in QuickBooks Online.

Please let me know if you have any other issues or concerns. I want to make sure everything is taken care of for you. Have a great weekend!

AlcaeusFAnswer

Welcome to the Community, A Black Towing.

Setting up invoice terms to due every 30 days end of the month can be done by going to the Company settings. Here's how:

In your QuickBooks Online (QBO), go to the Gear icon at the top right to get to the Account and Settings.
Click the Sales menu at the left pane, then tick the Sales form content section.
In the Preferred invoice terms drop-down, choose Add new.
Enter a name and select the Due by certain day of the month radio button, then enter 30 in the day of month box.
Hit Save to complete the process.

For additional information, consider checking out this article: How to Adjust Invoice Payment Terms in QuickBooks Online.

Please let me know if you have any other issues or concerns. I want to make sure everything is taken care of for you. Have a great weekend!

K

Keith45

FritzF, your solution doesn't seem to work as it puts the due date as 30th of the month in which the invoice is raised and not 30th of the next month i.e. an invoice entered with a date of 25th November 2019 will default to a due date of 30th November 2019 and not 30th December 2019 as it should be.

Keith

JaneD

Hi Keith45,

You can edit and adjust the term to due by certain day of the month in QuickBooks Online (QBO).

Let me show you how:

Sign in to QBO.
Go to All List and select the Terms link.
Locate the Net 30, click on the Run report drop down, and choose Edit.
Select the Due by certain day of the month radio button, click on Save.