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I think you are correct about term changes not being retroactive. That is a key point. Thank you for you help. &nbsp;-- &nbsp;Joe
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I think you are correct about term changes not being retroactive. That is a key point. Thank you for you help.  --  Joe

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You are very welcome, Joe, and I was happy to help. Yes - once an invoice has been save, it keeps its terms.
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You are very welcome, Joe, and I was happy to help. Yes - once an invoice has been save, it keeps its terms.

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How do I make customer payment terms correctly show in a statement using QuickBooks Premier 2014. Here are the steps I took:<br />
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In Customer Center &nbsp;-- &nbsp;double click customer name -- click payment settings -- click the down arrow on &quot;payment terms&quot;. &nbsp;-- click the preferred term from the list (2 weeks) -- &nbsp;click OK and dismiss the &quot;Customer Center&quot;. Go to Statements. I leave the default date as todays date and select one customer (The same customer with the 2 weeks term.) Click preview.<br />
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It shows current $113.00 with a statement date of 3/17/2015; &nbsp;but there is among the invoices one invoice for example dated 3/13/2015 for $560.75. &nbsp;There are no current invoices less than $45.50. Thank you for any help. &nbsp;-- &nbsp;Joe
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How do I make customer payment terms correctly show in a statement using QuickBooks Premier 2014. Here are the steps I took:

In Customer Center  --  double click customer name -- click payment settings -- click the down arrow on "payment terms".  -- click the preferred term from the list (2 weeks) --  click OK and dismiss the "Customer Center". Go to Statements. I leave the default date as todays date and select one customer (The same customer with the 2 weeks term.) Click preview.

It shows current $113.00 with a statement date of 3/17/2015;  but there is among the invoices one invoice for example dated 3/13/2015 for $560.75.  There are no current invoices less than $45.50. Thank you for any help.  --  Joe

How do I make customer payment terms correctly show in a statement using QuickBooks 2014.

QuickBooks is an accounting software package geared mainly toward small and medium-sized businesses and offers on-premises accounting applications as well as cloud based versions that accept business payments, manage and pay bills, and payroll functions. QuickBooks includes remote access capabilities, remote payroll assistance and outsourcing, electronic payment functions, online banking and reconciliation, mapping features through integration, improved e-mail functionality, import from Excel spreadsheets, employee time tracking options, pre-authorization of electronic funds and new Help functions.

QuickBooks

The tax and financial software topic covers both personal and organizational software, ranging from checkbook managers and tax calculation systems to sophisticated general ledger, accounts receivable and payable, payroll, inventory and planning packages. Two of the most common titles are Quickbooks and Microsoft Dynamics.