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You are here: Experts > Shopping > Credit/Debt Management > Quicken & Other Budget/Accounting Software > Customer:Job Terms
Expert: Linda Saltz, CPA, QBalance.com - 10/28/2009
Question
Is there anyway I can change the terms for a customer job. There is no terms field in the additional info tab.
If I enter terms when I create an invoice for a customer job, the terms get saved somewhere because it shows when I run a customer list report with a terms column.
Answer
Hi Samuel
The main Customer (parent) holds the terms for all the
jobs (children) names.
Right click on the parent customer name and change the terms there.
If you need different terms for different jobs for the same customer,
set up a 2nd customer name. Differentiate the parent name by including the
terms.
For example.
ABC Customer -30
Job 1
Job 2
Job 3
Where the -30 represents due in 30 days
ABC Customer -45
Job 1
Job 2
Job 3
Where the -45 represents due in 45 days
Hope this helps,
Linda Saltz, CPA
Advanced Certified QuickBooks Advisor
www.qbalance.com
We sell QuickBooks Enterprise software and provide training and support.
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