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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Michelle_b
QuickBooks Team

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Hi, @mark124.

 

Thank you for joining here in the Community. It would be my pleasure to provide you the steps on how to display the credit term on Estimates in QuickBooks Online.

 

QBO gives you the tools to add the info that matters to your business so that it will look attractive and professional-looking estimates. 

 

Here's how: 

  1. Go to the Gear icon, then Account and Settings
  2. Select Custom Form Styles and click New style.
  3. Pick Estimates, then choose the Content tab. 
  4. Hit the Edit icon in the first box and press the Custom field link located in the bottom part.
  5. Enter Credit Terms and tick the box. 
  6. Tap Done

creditterm.PNG

For additional information about the process, please check this article: Customize invoices, estimates, and sales receipts.

 

Once done, let's create a sample estimate by going to the Plus icon, to see how how it works in the transaction template. 

  1. Select the Estimates tab under Customers.
  2. Choose a customer's name and email.
  3. Complete the needed information, then hit Print and Preview

 

To learn more on how to attach a logo, delete estimates, and other related topics, please browse these articles below:

If there's anything else you need from me, feel free to comment below. I'm always here to help in any way I can. Have a great rest of your day!

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