Set-up
Tudodesk back-office
What's this for?
How to set up your standard terms for invoices, estimates, shipping and work-orders
What you need to know
Every board has its standard terms to show different terms on work orders, invoices and estimates.
If you edit the standard terms for a board, only new documents you create on that board will inherit them. Historical documents will not be affected. This is by design.
How to edit the terms on a board
Navigate to the board
Click Show menu
Select Board set up
Scroll down to the terms section
Edit the terms box
Click Save