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Add Terms & Conditions to Invoices and Quotes

Add Terms & Conditions to Invoices and Quotes

Nov 22, 2016

 

  1. Go to Global Settings > Terms.

  2. Click on either the Invoice Terms tab.

  3. Enter the verbiage you wish to appear in the Terms & Conditions large text box.

  4. Add the text you wish to appear in the footer for the invoice.

  5. Provide a name of the template.

  6. Click Save as New.

  7. Verify that your template dropdown box matches the new template you just created.

  8. Go to Sales > Sales Ordersand open a new invoice. You will notice the Terms & Conditions field under the pricing table and the footer reflect your template.