To set up terms and conditions for an invoice, you will first need to be on the Invoice Settings page. For more information about the Invoice Settings page, please see the Invoice Settings section.
The "Terms and Conditions" section for invoices, will allow you to create a template that will input specified terminology and phrases for the selected invoice. To add a new terms & conditions template, click on the Add Terms & Conditions button:
Once you click on the Add Terms & Conditions button, the Add Terms & Conditions pop-up window will appear:
In this pop-up window indicate the following specifications:
If the terms and conditions should be included by default on invoices.
The nomenclature of the terms and conditions.
Once you have finished inputting the desired information, click the Add button to save the terms and conditions.
Once the terms and conditions are set up in your Invoice Settings page, you will be able to apply them to your invoices.
To add terms and conditions to an invoice, you will first need to access the View Invoice pop-up window. For more information about the View Invoice pop-up window; please see the View an Invoice section.
After you added your terms and conditions on the Settings page, you will be able to access them on the "Summary" tab of the View Invoice pop-up window:
Once you have selected the desired terms and conditions, click the Add button:
