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How to create payment terms and add them to an invoice

Maria avatar
Written by Maria
Updated over 4 months ago


How to create payment terms and add them to an invoice

2. Settings > Lists/Types > Payment Terms

3. Click "Add Payment Term"

4. Name the Payment Term and assign the type

5. Click "Save"

6. Click "Add Payment Template"

7. You can create the payments that are due and on what dates.

8. Click "Save"

9. Click "Update"


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