1. Navigate to https://www.pixifi.com/admin/proposals/116441/

2. Click "Proposal Templates"

3. Choose the proposal template you want to make changes to.

4. Click "Edit Payment Term".

5. Click the "--" field. This means that payment terms will NOT be sent out with this proposal.

6. Click "Save"

7. What if you don't have payment terms linked but your proposal is still automatically generating invoices that you don't need? Fix the totalling type.

8. Click "EDIT" to go to Edit Mode on your Proposal Template.

9. Go to Totaling Type and click this dropdown. Remove the totaling type to [---].

10. Click "Update" to save your work.

11. You will see this notice as confirmation of no auto-created invoices. "Currently NOT set to create an Invoice to Accept Payment
(please set your Totaling Type setting, if you do want to create an Invoice and accept ..."

12. To doublecheck, go back to "EDIT" mode.

13. You should see a red alert with "please choose if you want to generate an invoice".

14. If you have a workflow that has been setup to automatically create an invoice, you will need to turn it off too. Don't worry about this if you have not linked any workflows to your proposal template.

15. Go to the Workflow section and click "Edit Workflow".

16. Click this dropdown. If you have a workflow template connected to your proposal, you can turn it off here. If you don't have one, feel free to skip this step!

17. Click "Save"

18. Extra help! You can also set an expiry date for your proposals. That way, you don't have to worry about them accumulating for leads who may or may not become clients.

19. Choose the duration you'd like the proposal to expire (eg: within 3 days, 2 weeks, 1 month).

20. Click "Update" to save your work! Hope this helps!

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