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BBWS
March 21, 2023
Question

Sub-Customer not adopting Parent Account terms - Quickbooks Online

  • March 21, 2023
  • 1 reply
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Some of my sub-customer accounts adopt the Parent Account terms and it shows on their invoices, but most don't. Even for the same sub-customer, some invoices show the terms while others do not. What am I missing to have this show so I can use it in my Customer Balance Detail report when having the Terms column showing? 

1 reply

C
CharleneMaeF
March 21, 2023

Let's set up the correct terms for your sub-customers, BBWS.

 

In QuickBooks Online, we can manually set payment terms for all your customers. Let's make sure the terms in your parent customers are the same in sub-customers. Here's how:

 

  1. Go to ​Get paid & pay or Sales, then Customers.
  2. Select the sub-customer you want to update.
  3. Click Edit.
  4. Under the Payments section, add the correct terms.
  5. Once done, click Save.
  6. Repeat the steps to modify the other sub-customers.

 

If both your sub and parent customers are using the same payment terms, I'd recommend setting a default one. I'll show you how:

 

  1. Go to the Gear icon and then select Accounts and Settings.
  2. Click the Sales tab, then select the pencil icon beside the Sales form content section.
  3. Select your preferred invoice terms.
  4. Choose Save, then Done.

 

Additionally, I've added this article that'll help give you a snapshot of your business to ensure your books are accurate: Run Report in QuickBooks Online.

 

Please let us know if you need additional assistance managing your customers or sales transactions. We're always here to help you out.

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