Masters and Admin Menus

How to create a “Terms and Conditions” for an Invoice or Quotations

Please follow these steps

Go to Master dashboard that contains Master data creation options.

termsandconditions

Master Screen

Click on “Template Master”

termsandconditionsdb

Template master screen

Select the Module where you want to set the Terms and Conditions

termsandconditionssettings

Setting for Terms and Conditions

 

Now you are ready to make an Invoice where the default set “Terms and Conditions” will appear.

 

termsandconditionssettings-invoice

Invoice copy

 

 

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