Skip to main content
M
mary46
February 28, 2020
Question

Why are payment terms not automatically populating in invoices suddenly?

  • February 28, 2020
  • 4 replies
  • 0 views
Each customer record has payment terms, but when I create an invoice, the terms don't automatically populate, this was not a problem until recently when we upgraded to enterprise solutions.

    4 replies

    Michael K
    Michael K
    February 28, 2020

    Hey there, @mary46. Hope you're having a great Friday.

     

    To best assist you with your issue with terms for customers, I'd like to get some additional information. Are there any other users that may be able to test this? Does this happen to all customers or only select customers?

     

    Once I know this information, I'll be able to get you back to business in no time. Just use the Reply button below to reach back out and I'll be here for you. 

    M
    mary46Author
    February 28, 2020

    It is happening randomly for customers and instances.  Every time it happens, I choose the Terms AGAIN, then the window pops up that asks do you want it to change for future transactions and I say YES, then it continues to happen.  I am the only one who creates invoices.

      J
      JenPNJ
      March 27, 2024

      This is happening to me as well.

      R
      RCV
      May 3, 2022

      This is not the impression we want you to experience when setting up payment terms in QuickBooks Desktop, Toonces. 

       

      We can run the repair tool to help resolve odd behavior where payment terms are not automatically populating on invoices. Let's create a backup company file first just incase you ever run into problems. We can use your backup to restore your data. Here's how to repair the software: 

      1. Restart your computer.
      2. Go to the Windows Start menu, and then pick the Control Panel.
      3. Tap Programs and Features and then Uninstall a Program.
      4. Choose QuickBooks and then Uninstall/Change.
      5. Press Continue or Next.
      6. Hit Repair and then Next. Note: The repair should start right away, but it may take a while to finish. You can leave it running and come back once it's done.
      7. Click Finish when done.
      8. Restart your computer to complete the repair.
      9. Ensure that your QuickBooks Desktop is updated to the latest release.

       

      If the same thing happens, try opening another sample file to verify if the same error occurs. The process will also help us identify where the problem is stemming from within the system. Here's how:

       

      1. Open QuickBooks Desktop.
      2. In the No Company Open window, click the Open a sample file drop-down. 
      3. Follow the remaining steps until finish.

       

      If the options work fine, I suggest running the Verify Data and Verify Rebuild tools. These features in QuickBooks will help self-identify data issues within a company file and self-resolve them using Rebuild Data. 

       

      To run Verify Data:

       

      1. Click the File tab at the top menu bar.
      2. Hover your cursor to Utilities.
      3. Select Verify Data.

       

      Next, please run the Rebuild Data option through these steps:

       

      1. Click the File tab at the top menu bar.
      2. Hover your cursor to Utilities.
      3. Select Verify Rebuild.

       

      After following the steps above, restart your QuickBooks. Here's an article you can refer to for more details about fixing data damage on your QuickBooks Desktop company file. Visit our QuickBooks Help Articles page for more insight s about managing your business in your software.

       

      I'd like to know how you get on after performing the steps as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Take care always.

      M
      MU95
      May 4, 2022

      This is all nonsense. Anybody who has experienced this problem on ongoing basis has been through these steps - in my case more than once. It does not identify or solve the problem. Intuit/QuickBooks needs to investigate the underlying coding problem.   This is a well-documented problem that shows up in many threads.  Read the problem statements.   Investigate root causes.  Fix it.   Stop providing rote worthless instructions that waste time.

        M
        mary46Author
        May 10, 2022

        Agreed!  I spent hours rebuilding data with ZERO change in the issue.  What makes you think I would do that again when it didn't solve my problem and is only getting worse and more frequent.

        Toonces
        Toonces
        March 8, 2023

        This is still a problem. It was not resolved in updates. 

          S
          SirielJeaB
          March 8, 2023

          I'm glad to have you back in the Community forum, @Toonces. I know how having default payment terms is relevant when creating your invoices.

           

          I understand how important it is to operate QuickBooks functions without any hassles. The best option for you is to contact our QuickBooks Live Support Team. They can initiate a screen-sharing session to look into your account further. Here's how:

           

          1. Go to Help, then click QuickBooks Desktop Help/Contact Us.
          2. Select Contact Us.
          3. Type in a  brief description of your issue. Hit Continue.
          4. Sign in to your Intuit account, select Continue, and then Continue with my account.
          5. We'll email you a single-use code. Enter your code and select Continue.
          6. If you have multiple accounts, select the one you want to use and then Continue.
          7. Select to chat with us or Have us call you.

           

          You may want to check the following articles that will provide you with information about the customer transaction workflow and receiving payment in QuickBooks Desktop:

           

           

          We're available 24/7. Please reach out to us if there is anything else you need help with or any QuickBooks-related concerns. Have a nice day!

          T
          tempe-fixautousa
          April 30, 2023

          I am having the same issue and have not been able to get an answer on how to fix or how to change the due date on multiple invoices without having to manually change each invoice individually. This is very time consuming should be an easier way. 

            F
            Frustrating2
            May 24, 2023

            This has now started happening when I am trying to post vendor bills. The terms are not auto populating and neither is the default expense category.

              C
              Carneil_C
              May 24, 2023

              Getting this fixed is our top priority. Rest assured, this will be taken care of. I'm here to route you to the support available to help with this concern.

               

              I've checked here on my end and found out there's an ongoing investigation into this issue. Contacting our support is our potential solution, as they can add you to the list of affected users. They can notify you via email once there's a fix. 

               

              Here's how you can reach out to them:

               

              1. Go to Help (?), then click Search.
              2. Select Contact Us.
              3. Please enter your question and tap Continue.
              4. Choose a way to connect with a live support agent: Ask the community, Have us call you, or Chat with us.

               

              Our product team is investigating the pending backup issues you are experiencing, and we hope to have new information for you soon.

               

              You can also read this guide for more details about tracking bills and recording bill payments for future reference: Enter and manage bills and bill payments in QuickBooks Online.

               

              Please bear with us as we work on this. Keep me posted if you have any other questions or concerns about managing your vendor bills in QuickBooks Online. I'll be around for you.

              V
              VCMP1294
              September 15, 2023

              Hi

              Is there a solution to this problem? We've been in business a year now and I have always had a problem with terms not auto populating.  In some vendors, it will automatically populate when I set the terms to say, 10 days, or even 30 days. But other vendors, the terms will say NET 21 and then it will automatically list the due date as the same date of the invoice. I don't want to "rebuild" anything. But clearly there a system bug. Any update will be most helpful.

                Terms & ConditionsAccessibility statement