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Totallockoutusa
Dec 23, 2022 9:07 AM UTC
Solved

Templates

I need my QB Online Estimate template to show "Terms". i.e. Customer Payment Terms.

 

This field is populated when creating a new customer, but I can't find a way to add this field to the template.

Ashleigh1Answer
Dec 23, 2022 12:28 PM UTC

Hi Totallockoutusa, Your most welcome, so it is not available on the estimate, you can however use a custom field to show it, but you would need to enter it in to every on manually.  no you don't need to upgrade your account as it still wouldn't show for you.  

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5 replies

Ashleigh1
Dec 23, 2022 10:41 AM UTC

Hello Totallockoutusa, 

 

Welcome to the Community page, 

 

If you go to the main cog wheel> custom form styles> select your template> content> select the top box on the right hand side>scroll down to display section on the left> in that section you will see a box to tick for terms> tick that box > done it will then show on the invoice when you send it to your customers. 

TotallockoutusaAuthor
Dec 23, 2022 11:17 AM UTC

Thanks for your reply. Unfortunately this doesn't work. I'm trying to edit the Estimate template, not invoice.

 

The 'Terms' field is not available to add. Do I need to upgrade my version? I'm using QuickBooks Plus.

Ashleigh1Answer
Dec 23, 2022 12:28 PM UTC

Hi Totallockoutusa, Your most welcome, so it is not available on the estimate, you can however use a custom field to show it, but you would need to enter it in to every on manually.  no you don't need to upgrade your account as it still wouldn't show for you.  

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