A reusable invoice term is a block of text — your payment policy, a deposit
requirement, a cancellation notice — that you save once and add to any
invoice instead of typing it out every time.

Add an invoice term

1. In the left-hand menu, click Settings, then click Invoicing.

2. Under Invoice Terms, click + Add term.

   

3. Enter a Name for the term and the Term text you want it to add to
   invoices.

   

4. Click Add.

   

Add a term to an invoice

1. In the left-hand menu, click Payments, then click Invoices.

2. Click + Add Invoice.

   

3. Under Select Recipients, choose who the invoice is for.

4. Fill in the invoice's other details — Invoice Name, Due Date, and
   so on.

5. Under Terms, choose the term you created.

   

6. Under Items, fill in a Name and a Price for what you're
   charging — the invoice needs at least one item before it can be sent.
   Click Add Saved Item to use one you've already saved, instead of
   typing it in.

   

7. When the invoice is ready, click Save Draft (or Schedule, once
   you've set a release date), Save, Create & Send, or
   Send & Charge Auto Pay — see
   Invoice guide: manual and via Scheduler
   for what each one does.

   

8. Click Done.

See the term on an invoice

1. In the left-hand menu, click Payments, then click Invoices.

2. Under Overview, click the vendor you invoiced.

   

3. Click the invoice to open it. The term you chose is listed under
   Terms.

   

Edit an invoice term

1. Under Invoice Terms, click the pencil icon next to the term.
2. Update the Name or Term text.
3. Click Update.

Delete an invoice term

1. Under Invoice Terms, click the trash icon next to the term.
2. Click Delete to confirm.