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July 28, 2025
Question

How do I add a new term in the customer invoice?

  • July 28, 2025
  • 1 reply
  • 2 views
The option to add a term does not populate in one client's QB. Why?

1 reply

QuickBooks Team
July 28, 2025

In the new invoice layout, the option to add a new term directly from the invoice page is no longer available, vcgayletddup. Instead, you'll need to add the term in the All list section first, and it will then appear as an option for invoices.

 

Here's how:

 

  1. Go to the Gear icon, then select All lists.
  2. Click Terms, then click the New button.
  3. Enter the Name of the term. Then enter all necessary details.
  4. Once done, click Save.

 

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