How do I Include Payment Term while Creating Invoices?

Updated on April 5, 2018 03:36AM by Admin

Apptivo Invoices App allows you to include payment terms and conditions when a new invoice is created. For that you need to customize payment terms in Invoices settings in order to include it while creating invoices. Lets go through the following steps.

Steps to Include Payment Term while Creating Invoices

  1. Login and access Invoices App from your universal navigation menu bar.
  2. Click on “Create” button and select “Create New Invoice” from left navigation panel.
    create invoice 
  3. What do you want to include” popup appears, select your option.
  4. “Create New Invoice” page appears, in which you can find:
    • Payment Term – Select a payment term from the drop down.
      payment terms
  5. Provide all information relating to invoices.
    create page 
  6. Click on “Email Invoice” button to finish.

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