Adding Payment Terms / Default Footer to Quotes, Invoices, Sales Orders

Created by Maria Celine Joyce Tanglao, Modified on Tue, 3 Jun at 2:18 PM by Maria Celine Joyce Tanglao

This guide provides step-by-step instructions for adding payment terms and default footers to various financial documents within your business management software.

1. Go to "Setup" and Click "Settings"

2. Click "Print & PDF"

3. Under "Print & PDF tab" you will see a tab for each option like (Invoice, Sales Order, Purchase Order, Sales Quote, Picking Slip, Packing Slip, Statement).

Click each tab and customise the text under the text box with the information specific to each document.

4. Click "Save" once done.