When sending invoices, you might want to set some terms for the estimate. For example the invoice might have to be paid within a certain amount of time, you might want to provide bank details to your customer or other parameters that need to be made clear.
Note: Tudodesk allows you to set standard terms for all documents of the same type. Setting your standard terms for invoices will apply the standard terms to all new invoices, saving you valuable processing time.
How to Set Standard Terms
Navigate to the board view by clicking the 'boards' icon within the navigation bar.
Select 'Invoices' from the list shown.
Click the 'Show Menu' button to reveal the 'Board Menu.'
Click the 'Settings' option to open the board settings as shown below.
Scroll down to the 'Invoice Terms' section of the settings as shown below.
Set your standard terms and standard validity for all invoices by typing into the text box.
When you are finished setting your terms, click the 'Quick Save' icon as shown below.
Your standard terms have now been set for all new invoices.
Note: If you wish to attach specific terms to a document without changing the standard terms, please use our tutorial: Editing Terms on a Specific Document.