When creating documents you may need to add specific terms or conditions as a one-off without changing your standard terms. For example, you may need to make an alteration to your payment terms on an invoice or your basic terms for an estimate.

In this tutorial you will learn to edit specific terms for a document.

Navigate to the document that you wish to change the terms for. 

Scroll down to the 'Terms' section as shown below.

In the 'Terms' box you will see your standard terms for the document type. For example if the document is an invoice you should see your standard invoice terms.

To edit the terms, click the 'Edit Terms' button.

Clicking 'Edit Terms' opens the Terms dialogue box shown below.

Enter the amendments that you wish to make to your terms.

Once you have edited the terms, click the 'Save' button.

Important note: Leave the box shown below unchecked if you do not wish to update your standard terms for all new documents in the board.
 

You have now edited the Standard Terms for your specific document.

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