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don18
July 24, 2019
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How to create EOM+90 terms for a customer

  • July 24, 2019
  • 1 reply
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I have a customer who's purchase orders are given with terms EOM+90.

 

If it were EOM+30, I think I could figure out how to do it, but the +90 doesn't seem doable.

    Best answer by don18

    I have the same issue with a couple of my customers. This seems to be a trend that is happening with larger Fortune 100 customers. End of Month (EOM) net 30 or 45 or 60 days. I wish I could create a custom term or program it as a custom term.


    After further experimentation last year, I actually found that setting date driven to [31]th and next month if less than [90] days actually works more or less as one would hope - you get the 28th, 30th, or 31st day of the month three months from the current one.

    1 reply

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    Anonymous
    July 24, 2019

    Hello,

     

    Managing your sales efficiently is crucial for your business growth. The great news is, QuickBooks Desktop offers a rich feature-set where you can set up different payment terms to meet your customer's needs. To do so, follow these steps:

    1. Select Lists at the top.
    2. Select Customer & Supplier Profile Lists.
    3. Select Terms List.
    4. From the Terms drop-down menu on the left, choose New.
    5. Enter a name for the new payment term.
    6. Select Standard if you want to have a payment due within a specific number of days from the invoice date.
    7. Select Date Driven if you want to enter the day of the month that a payment is required within the due date.
    8. Select OK.

    To know more about how to set up payment terms, check this community article.

     

    Let me know if you have any other questions.

    D
    don18Author
    July 24, 2019

      A
      Anonymous
      July 24, 2019

      I've read your post and provided an answer based on my understanding of the details you provided. If my reply doesn't apply to what you're trying to achieve, I'll be happy to explore further options for you. Can you clarify what you're trying to do? I'm here to help.

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