Setting up terms & conditions

Use the Terms & Conditions section to specify your payment conditions for quotes and invoices. The terms and conditions that you enter here are shown in the quotes and invoices that you send to customers.

To set up terms and conditions,

  1. From the To Do screen, select Settings → Payment Settings.

    The Payment Settings screen will be displayed.

  2. In the Terms & Conditions section, choose the document type that you want to define terms and conditions for.

  3. Select Quotes to set up your terms and conditions for confirmation of quotes. Select Add New to save your terms and conditions.

  4. Select Invoices to enter the terms and conditions related to paying your invoices. Select Add New to save to save your terms and conditions.