How to add the basic terms to an invoice?

The basic terms are short explanations to show the basic policies with which the agency works when selling a service.

Once you have confirmed and invoice the services:

  1. Go to the Accounting section.
  2. Choose the invoice to which you want to add the terms and conditions and click on See Invoice.
  3. Locate the Terms box and click on Select to choose between the options: preset by agency or preset by the user.
  4. If you want to add new basic terms as a user, you can do it by choosing: Add one, just add the text with the information and then click on Add.

Was this article helpful?