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J
jloomy
November 11, 2025
Question

Need a report to show Deposit or Payment Report that shows the customers payment terms (i.e., net 10)

  • November 11, 2025
  • 1 reply
  • 5 views

Hello - I'm trying to get a report in Quickbooks Desktop enterprise that shows customer payments AND the customers payment terms.  We are manufacturing and need to communicate to our shipping team that payments have been made for customers that have been on hold until payment is received.  I've created a report that shows the terms field but it does not carry over the terms for the customer.  Any advice would be appreciated.

1 reply

john-pero
john-pero
Level 12
November 13, 2025

@jloomy let me try to help.  I opened a customer transaction report and added the "terms" field and nothing would display until I added the terms in an invoice.  The report is not pulling from customer profile but from the field in the transaction itself.  Open one of your customer's invoices, select a terms, save, and see if that gets you the desired result.

 

Only Invoices have the Terms field, you won't find it in an Estimate or a Sales Receipt.

 

(Quickbooks Desktop Enterprise)

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