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Adding Payment Terms in Your Quotes and Invoices
Adding Payment Terms in Your Quotes and Invoices
Thao Nguyen avatar
Written by Thao Nguyen
Updated over a week ago

Add Payment Terms to a Custom Report

  • Go to Custom report settings and edit your chosen report.

  • Include a "Payment Terms" section.

  • Configure this section by clicking the gear icon.

  • Fill in the necessary information.

  • Save your changes.

Add Payment Terms to a Generic Report

  • Access generic report settings.

  • In the invoicing tab, find the "Content at the end of quotes" or "Content at the end of invoices" section.

  • Input the required details.

  • Save your settings.

Include Payment Terms in PDF at the End of an Invoice/Quote (Custom Report)

  • Edit the desired custom report in custom report settings.

  • Access report parameters.

  • Scroll down to the "Mergable PDF File" section.

  • Upload your document from your computer.

  • Choose "End of report" as the placement.

  • Save your configuration.

Add Payment Terms to the Footer of a Custom Report

  • Edit the desired custom report in custom report settings.

  • Scroll down to the footer section.

  • Edit the section and enter your banking information (customize it as needed).

  • Save the changes.

Add Payment Terms in PDF at the End of an Invoice/Quote (Generic Report)

  • Access generic report settings.

  • In the invoicing tab, go to the "End image of quotes/invoices" section.

  • Enter the required information.

  • Upload your document from your computer.

  • Save your settings.

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