Masters and Admin Menus

How to create Terms and Conditions for an Invoice or Quotations?

How to create Terms and Conditions for an Invoice?

Please follow these steps to create Terms and Conditions in a Sales Order, Quotes or Invoices. These terms and conditions are manually entered or you can do a predefined in a template master and copy them during the generation of Invoices or Sales order etc.

in, you can set up 5 types of “Terms and Conditions” that could help to predefine the rules for multiple business Terms or conditions.

Go to Master dashboard that contains Master data creation options


Master Screen

Click on “Template Master”


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


Setting for Terms and Conditions


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



Invoice copy


More information, click here

  1. Check here the’s ERP Features

  2. How to implement an ERP Software that’s easy and quick to do?

  3. Problems that are faced by an ERP implementation

Call us +91 80 2662 9236 for a FREE DEMO or send an email to


If you like this, please share this. Thanks
Share on Facebook
Pin on Pinterest
Tweet about this on Twitter
Share on LinkedIn
Email this to someone