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Invoice Terms

An Invoice Term is a block of wording that prints on an invoice, such as your payment terms, a warranty statement or a storage policy. You can hold several and switch between them without retyping. The list shows each term's Name and Status.

2 how-to answers 2 screenshots Open in ARM Markdown

How do I add an invoice term? #

  1. From the Home Screen, click System Setup Tools → Invoice Terms.
  2. Click ADD Invoice Term.
  3. Enter the Name you will recognise the term by. This is required.
  4. Enter the wording in the Message box.
  5. Set the Font Size the wording should print at. This is required.
  6. Leave Status set to Active.
  7. Click Save.
Add Invoice Term form
Add Invoice Term form

How do I stop using an invoice term? #

  1. From the Home Screen, click System Setup Tools → Invoice Terms.
  2. Type part of the name in the Search box and click Search, or click Show All to list every term.
  3. Click the edit icon in the Action column.
  4. Set Status to Deactive so the wording stops printing but existing invoices keep the text they were issued with.
  5. Click Save.
Invoice Terms list
Invoice Terms list

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