Overview
You can define the terms and conditions that appear on your invoices. Under Invoice – Terms & Conditions in Settings, you can write and format your terms in a rich text box and save them. These terms then accompany your invoices, keeping billing consistent and clear.
Before You Start
You need administrator access to Settings. Have your invoice terms and conditions text ready.
How to Set Invoice Terms and Conditions
- Click your profile in the top-right corner, then click Settings.
- Scroll down to Manage Main Properties and click Invoice – Terms & Conditions.
- Write your terms and conditions in the text box, using the toolbar to format the text.
- Click Save to apply and save your terms and conditions.
Tips and Things to Know
- Use the formatting toolbar to structure your terms clearly.
- These terms accompany your invoices for consistent billing.
- Review and update the terms as your policies change.
- Save after editing.
Frequently Asked Questions
They accompany your invoices.
Yes. Use the toolbar above the text box to format your terms.
Yes. Return to this setting anytime and save your changes.