How To Add Invoice Terms And Set Them As Default On Android

Step 1: Go to more

Choose the “Notes and Terms” option from the menu. 

Step 2: Click on Terms

Select the “Terms” Icon at the end of the Invoice column and click on “Add New Terms.” button.

Step 3: Add Invoice Terms

Enter the label and Terms in their respective boxes and click on “Submit.” 

Congratulations! You have successfully added New Invoice terms, and a pop up appears at the bottom of the screen informing the same. 

Note: You can always add or edit the terms later

Step 4: Select the Default Invoice terms

Select the terms column that you would like to set as default Invoice terms. 

Now, tick the check box beside “Set as Default” and click on the “Submit” button at the bottom of the screen. 

Congratulations! You have successfully added default Invoice terms, and a pop up appears at the bottom of the screen informing the same. 

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Note: You can follow the same procedure to add Invoice Notes, Purchase Notes, Purchase terms, Quotation Notes, Quotation terms, and Email Templates. 

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