Create Default Terms

bmeiri · June 15, 2023, 5:25am

In V4 I could save as default terms but in v5 this option is gone

hillel · June 15, 2023, 5:27am

Hi,

You can set the default invoice terms on Settings > Company Details > Defaults.

Note: in v5 we’ve added a search for the settings which can be helpful.

hillel · June 15, 2023, 5:41am

@david any thoughts?

bmeiri · June 15, 2023, 5:42am

Thank you.
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hillel · June 15, 2023, 5:44am

You may need to save the invoice for the terms to be applied. If that’s the case we should show the default terms as a placeholder to make it clearer.