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Andres Toledo

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Overview

Excerpt

You can configure an invoice disclaimer for a company or specify the payment terms for your customers on invoices.

Relevant Articles

Panel

Filter by label (Content by label)
showLabelsfalse
max10
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labelsinvoice, disclaimer

Warning

Requires an Administrator Role.

 Go


Instructions

Ui steps
sizesmall


Ui step

Go to Setup > Settings > Order Entry

> Invoice disclaimer. Enter your text and click on save.

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WarningPlease observe the indications regarding the text in order to visualize it properly when you print the invoice

.


Ui step

Click on Invoice Custom Information.


Ui step

Click on the Invoice disclaimer or Payment information link to set them up. The invoice disclaimer will appear in the footer of the invoices. The payment information will appear in the invoice header, next to the company information.


Ui step

 Enter your texts and click on Save.


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Warning
titleImportant

When changing the Font size on the disclaimer or payment information, please make sure to use a font size 8 or 10 since anything bigger or smaller may not be properly visualized on the PDF.



Info

You can also configure a disclaimer per customer. Please read Customer Account "Advanced" Setup for further information.

 

 


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