Click here to view the video guide: ServiceMinder Guide - Custom Invoicing Terms.webm
Users may give terms to individual Contacts, so even if your default Organization invoice terms are "Due upon Receipt", users may now create as many additional terms as they like, and assign these to individual contacts OR use on a unique invoice to override Organization Terms.
1. Click on Control Panel
2. Click on Invoices
3. Scroll down to see the section for invoice terms. Click "Add" to create a new set.
4. Give it a name and enter the terms
5. Click on Save on the terms
6. Scroll to the bottom and save again.
ℹ️ Now let's add the terms as default for a contact
7. Click on Edit
8. Select the terms from Invoice Terms
9. Click on Save
ℹ️ You can also set custom terms for a specific invoice. Just click on the invoice
10. Click on the invoice you want to add custom terms to
11. Click on Settings
12. Select the terms from Invoice Terms
13. Click on Save.
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