How do I setup default terms for invoices?

How do I setup default terms for invoices?

Answer

Go to Global Settings > Terms and click on the Invoice Terms tab. Here you can:

  1. Create Terms templates so you can easily switch between the verbiage you want on invoices.

  2. Add verbiage that you want to appear in the Terms & Conditions section.

  3. Add verbiage that you want to appear in the Footer section.

 

 

Adding language in these sections will display in on the invoice like this: