Setup Invoice Terms for a Vendor

EverLogic allows you to set-up Invoice Terms, when adding a new Vendor to QuickBooks via transactions from EverLogic.

1. Click Yes to add the Vendor

RESULT:  The Payment Term may not be selected.

2. Access QuickBooks Online to setup the payment terms for a vendor

3. Go to the Gear Icon

4. Select Company Settings

5. Choose Sales

6. Locate the Sales form content Section and click the Pencil Icon

7. Click the drop-down arrow and select + New

8. Key name for the Invoice Term

9. Choose the correct option and enter the number of days

10. Save 

11. Go to EverLogic and navigate to the System Setup Tab

12. Select Vendors

13. Locate Vendor and update the Term on the QuickBooks Tab

14. Save