How to add pre-defined Invoice payment terms and Quotes terms

Payment Terms

Learn how to set up pre-defined Invoice payment terms and Quotes terms.

Invoice payment terms will be visible on the bottom of every Invoice you create and print or send to your customer.

Quotes terms will be visible on the bottom of every Quote you create and print or send to your customer.

Payment terms can be also changed and adjusted on Invoice/Quote creation screen. 

How to add Invoice and Quote terms.

  • Click on ‘SETUP‘ option located on the sidebar menu (left-hand side of the screen).
  • Click on ‘SETTINGS‘ option located on the sidebar menu and select ‘Finance‘ option from sub-menu.
  • To change Invoice terms click on ‘Invoices‘ tab.
    To change Quotes terms click on ‘Quotes‘ tab.
  • Scroll down to the bottom, until you get ‘Predefined Terms & Conditions‘ option field.

    Insert your terms into the box below and click ‘SAVE SETTINGS‘.

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