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m.gutman
March 10, 2021
Solved

How to edit/delete terms for invoices?

  • March 10, 2021
  • 2 replies
  • 0 views
I added the incorrect one and now need to delete it, and I need to correct the description on the second one.
Best answer by Giovann_G

Hi there, m.gutman.

 

I know where you can edit/delete the terms.

 

In QuickBooks Online, you have the option to add, edit, and inactivate the terms you've created.

 

Here's how:

 

1. Click on the Gear icon at the top right.

2. Select All Lists under Lists.

3. Choose Terms.

4. Select New to add a new one.

5. Click the arrow under Action, then choose Edit to change.

6. Select Make inactive to hide the term you don't need.

 

I'll include this article on how to adjust invoice payment terms in QuickBooks Online.

 

Let me know if you have further questions about payment terms. I'll be right here to help.

2 replies

G
Giovann_GAnswer
March 10, 2021

Hi there, m.gutman.

 

I know where you can edit/delete the terms.

 

In QuickBooks Online, you have the option to add, edit, and inactivate the terms you've created.

 

Here's how:

 

1. Click on the Gear icon at the top right.

2. Select All Lists under Lists.

3. Choose Terms.

4. Select New to add a new one.

5. Click the arrow under Action, then choose Edit to change.

6. Select Make inactive to hide the term you don't need.

 

I'll include this article on how to adjust invoice payment terms in QuickBooks Online.

 

Let me know if you have further questions about payment terms. I'll be right here to help.

    M
    m.gutmanAuthor
    March 12, 2021

    Thank you!

    M
    MichaelaS
    February 19, 2024

    Thank you for following this thread, @nathan11_2. Allow me to provide insights on managing Net terms in QuickBooks.

     

    Based on your verbatim, this pertains to the QuickBooks Desktop (QBDT) Net terms. Yet, the option to delete net terms is unavailable in QBDT. You may make it inactive or change the net term to 0.

     

    Here's How:

      1. Go to Lists.
      2. Select Terms
      3. From the Terms dropdown, select Make inactive.

      4. If you want to change the term, double-click the available net term.

      5. Enter a name for the payment net term (e.g., Net 0, Net 60), then modify the net due days.

      6. Click Okay, then Close.

     

    Meanwhile, if you're referring to QuickBooks Online (QBO) Net terms, the option to delete is unavailable. You may consider making it inactive or changing the net term to 0.

     

    Here's How:

     

    1. Go to the Gear icon, select All List, and then find terms.
    2. On the term page, select the Run report dropdown, then choose Make inactive.
    3. If you want to change the net term, double-click the available net term.
    4. Enter a name for the payment net term (e.g., Net 0, Net 60), then modify the net due days.
    5. Click Save, then Close.

    Check out this article for more details: Set-up payment terms.

     

    Lastly, I've also included this article as a guide to learn how to create a recurring credit card payment: Create a recurring credit card payment.

     

    Please continue posting on this thread if you have other questions about QuickBooks-related concerns. I'll be here to assist. Take care.

     

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