GET STARTED FOR FREE

Setting an Invoice Terms & Conditions

To add terms and conditions

Select “Sales” from the navigation menu.
Click “Create Invoice“.
Input the invoice details.
Select the “Terms & Conditions” tab.
Click the link “add terms and conditions” to be directed to a new tab.
Input the terms and conditions details
- Title: Input the title of the terms and conditions.
- Select between “Upload Document” or “Text Input” to add the terms and conditions using the radio button.
  - “Upload Document“: Click the button “Choose File” to browse your device and select one.
  - “Text Input“: Input the terms and conditions content directly on-screen.
Click “Save”.
- The terms and conditions will be saved.
  - Note that you can edit existing or add other terms using the button “New Terms” as needed.
Return to your invoice and click the tab “Terms & Conditions“.
Check the checkbox “Requires terms and conditions agreement before payment“.
Select the terms using the drop-down menu from pre-set terms.
- Click the button “Edit” in case you wish to make edits to the selected terms and conditions using the pop-up window.
Proceed with the invoice creation and save the invoice.