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ConnectIT
January 8, 2021
Question

Can you delete a customer payment term if it has not been applied to an invoice?

  • January 8, 2021
  • 1 reply
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QuickBooks 2019 Professional desktop. I created a new payment term with incorrect description and want to delete it but can't find an option to delete or modify the term. It has never been applied to an estimate or invoice. Any help will be greatly appreciated.

1 reply

Angelyn_T
Angelyn_T
January 8, 2021

It's nice to have you here on the Community page, @ConnectIT.

 

Yes, you can delete a payment term in QuickBooks Desktop (QBDT). I can show you how.

 

  1. Open your QuickBooks Desktop file, then select Customer & Vendor Profile Lists from the Lists menu.
  2. Click on Terms List.
  3. Look for the payment term you want to remove, then tap on Make Terms Inactive.

If you want to reactivate terms in the future, you can click on Show Inactive Terms from the Terms drop-down, then select Make Terms Active.

 

For more tips about managing payment terms in QuickBooks Desktop, you can open this link.

 

I also recommend checking out the details from this article to learn more about the different ways on how you can track customer transactions in QuickBooks Desktop: Get started with customer transaction workflows in QuickBooks Desktop.

 

Please keep in touch with me if you need more help with this. I'm always here to help. Keep safe always!

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