May
17
2015

Adding a Terms and Conditions agreement to the invoice

When creating or editing an invoice Terms and Conditions can be added from the “Create Invoice” page.

Click on the “More Options” button and choose the “Terms & Conditions” tab.

Add “Terms & Conditions” to an invoice and the client will be asked to read and agree to them before payment. .
Tick the “Requires Terms and Conditions agreement before payment” check box.
Choose a Term/Conditions option from the drop down menu.
Press the “Edit” button to change the Term/Condition that you selected.
The Terms & Conditions document will be automatically attached and sent with this invoice. The client must agree to the terms before proceeding with online payment for this invoice.

Contact us if you have an issue or more Questions.

Comments are closed.

Archives