BLACK FRIDAY SALE 70% OFF QuickBooks for 3 months*   Ends 11/30

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
cmeisel
Level 1

Reply to message

sorry 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)

Need to get in touch?

Contact us