Updating an Invoice Term with a New Invoice Term Template

Invoice Term Templates make it easier to add Invoice Terms to customer records and ensure they are formatted correctly. Instead of requiring Invoice Terms to be created from scratch for each customer, you can define a set of Invoice Terms at the Agency level and allow users to select from a list of options.

Use the steps below to update an Invoice Term with a new Invoice Term Template.

  1. On the company record, select the Invoice Terms tab.

  2. Open the invoice term you wish to update.

  3. Select the Edit tab.

  4. In the Invoice Term Template field, select a new template.

  5. Click Yes on the pop up.

    This action will overwrite all previous values saved on the Invoice Terms.

  6. Select Save.