Sales & Customers

It's great to hear that you're already familiar with setting up the terms on customer profiles when you create them in QuickBooks Desktop. With your example, I can see how it would be easier to have a default option since each customer has the same terms and how it would make sure they see them even if adding the default customer terms is missed during setup.

The workaround of setting up a field that reads TERMS: Due on receipt on your templates is a great idea that would only leave ensuring that the appropriate form is used for the customer transactions. I also recommend considering the built-in terms field and drop-down menu such as in this screenshot below. This would mean manually selecting the terms on the transaction, but will also ensure that the terms are displayed for the customer.

If you're not seeing this field on your forms, you can enable it in the template in the Additional Customization section. Here's an article that goes over the options for customizing your templates if you'd like to review it: Use and customize form templates

Currently, setting default terms for your customers is done by adding the term preferences on the customer setup and there isn't a way to have a default that applies to everyone.

That's a great idea, though, and I recommend sharing it as feedback for our product development team to consider. The way to leave your feedback for QuickBooks Desktop is by going to the Help menu and choosing Send Feedback Online. The Product Suggestion option should do the trick.

Let me know if you have more questions and I hope you enjoy your weekend.