You can set up invoicing terms and conditions that you can then apply whenever you create a new invoice. To do this, you will need to:
Watch our video demonstration, or scroll down for step-by-step instructions.
Set up terms and conditions
1. Open Sales and click Settings.
2. If you are:
Editing an existing branding theme, click the three dots icon next to it, then select Edit.
Creating a new branding theme, click New branding theme. Fill in the appropriate fields to set up the theme (for step-by-step instructions on creating a new theme, please read Setting up branding themes.)
2. Open the Invoices tab and enter your default notes and terms in the appropriate fields. Click Save Settings when done.
Apply the branding theme to load the terms and conditions
1. Open Sales and click New Invoice.
2. Select the appropriate branding theme with the terms and conditions you created before.
3. The notes and terms will be automatically populated.
