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BLACK FRIDAY SALE 70% OFF QuickBooks for 3 months* Ends 11/30
Buy nowsorry but this doesn't address my original question. I would like to add (under terms) the words quarterly, monthly, or annually. but the logic doesn't work.
For quarterly payments, the logic in the dropdown won't work as it is now. see my example (I copy and paste it again here)
Example:
Invoice created: July 1, 2022
Invoice Total: $20,000
Payment Terms: quarterly (sadly, can't specify under terms)
Payment 1 due date, July 30, 2022
Payment 2 due date, October 30, 2022
Payment 3 due date, January 30, 2023
Payment 4 due date, April 30, 2023
The customer requires to only receive this one invoice not 4 invoices on the due dates or 30 days before.
I can manually add in the invoice the payment dates but I can't right now add payment terms: quarterly without messing up the due date. I want to remind customers of the 4 due dates but I do not want to trigger an overdue payment reminder. so we usually set the due date to the last payment date. However, I want to send reminders on Oct 1, 2022, January 1, 2022 and April 1, 2022 (each time reminding them that payment 2 is due and when they open the invoice they see the $15,000 balance, $10,000 balance and $5,000 balance. We have to create these kind of invoices all the time and it is painful that we can't track in the invoice is it has special payment terms. If the terms field would say quarterly, I would know why this invoice is still open in Salesforce (we track them there, zapier integration)