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How do I Adjust Default Payment Terms for Invoices? [FAQ]
How do I Adjust Default Payment Terms for Invoices? [FAQ]
Learn how to change the default payment date for invoices, via QuickBooks Online.
Dave Churchill avatar
Written by Dave Churchill
Updated over a week ago

FAQ:

Q: When I create an invoice it becomes due the same day so it is past due before the customer even gets it. I need to change the default due date for invoices to 30 days after the invoice date. How do I do this?

A: It sounds like you need to adjust the default payment terms for invoices. This is done in QuickBooks Online.


  1. Navigate to Accounts and Settings

    From any page in QuickBooks Online, click the Gear Icon and select Accounts and Settings (or Company Settings).

How to Set Up Advanced Settings in QuickBooks Online

2. Navigate to the Sales section.

Click the “Sales” tab on the left and then click the pencil icon for “Sales form content."

3. Select your Preferred invoice terms

In the Sales form content section, click the Preferred invoice terms drop-down menu.

Once you make a selection, your “preferred invoice terms” are automatically applied to all invoices going forward (not retroactively). Depending on what version of QuickBooks Online you are using, you can select between "Due on receipt", "Net 15", "Net 30", or Net 60.

Don’t forget to click “save” in the box below before clicking “Done” at the bottom of the screen.

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