Predefined Payment Terms available when creating invoices

jbbehl
jbbehl Quicken Windows Subscription Member
in Business and Rental Property Tools (Windows)

How do I set predefined business invoice payment terms, so the due date defaults accordingly?

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Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    There's a setting, Invoice Defaults, where you can change this:

    image.png

    You can find this setting when clicking the gear icon in the Customer Invoices account register

    Screenshot (116).png

    To tell the customers about the new Payment Terms, you can post them in the New Customer Invoice dialog's "Message to Customer" field. Click the down arrow box at this field to see available, selectable text messages.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @jbbehl,

    We haven't heard back from you in a while. Do you still need assistance?
    Were you able to give @UKR's suggestion a try?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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