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lulu6294
June 11, 2020
Question

Different Payment Terms for same Customer

  • June 11, 2020
  • 1 reply
  • 0 views

How do I set up different payment terms for the same customer without changing the field manually each time I enter an invoice?  We have several contracts with the same customer, but each contract has different payment terms (Net 30, Net 45 and Net 90).  Now when I enter the invoice, I select the payment terms manually, then when I go to save the invoice QuickBooks asks each time if I want to change all of my invoices to these terms.  Could I somehow associate a PO/Contract No. field with terms or some other method to keep me from entering this each time?  Thank You!

1 reply

AddieC
AddieC
June 11, 2020

Hi there, 


Running your business with QuickBooks means you'll save tons of time and effort with your bookkeeping. It's important that you have the option to set up various payment terms, as it's common to deal with different timeframes for different projects or contracts. I'd be happy to shed some light on your options in terms of setting up payment terms for your customer. 

At this time, the option to set up multiple payment terms for one customer isn't available. The process requires you to manually change their payment terms based on your needs as you've been doing thus far. 


I know how handy it would be for you to have this option in your QuickBooks account. I'd recommend submitting feedback for our product developers so they can take that into consideration for future updates. Just click Help > Send Feedback Online. 


In the meantime, here's an article that you may find helpful that gives a bit more information about setting up payment terms for your customers in QuickBooks: Set up payment terms.

 

If you have any further questions, please don't hesitate to reach out to our tech support team. We're here to help.

 

Cheers. 

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