QBO Tutorial: How to Edit Payment Terms
  • Wendy Ni

QBO Tutorial: How to Edit Payment Terms

Why Edit Payment Terms?

Not all payment terms are the same. Sometimes, certain payment terms change, too. We can create new ones, hide the ones we don't currently need, and/or just edit them.


Setup/Edit Payment Terms Steps

Here's how:

  • Start on the Dashboard page

  • Click on the Gear icon at the top right

  • Select All Lists under Lists

  • Click Terms

  • Select New to add a new term

  • Fill in the details such as Name, Due, etc., click Save

  • To change it, click the arrow under Action, then choose Edit

  • You can also select Make inactive to hide the term you don't need

Here's a video for a more visual tutorial:



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