Here, you can define invoice columns to be displayed and your standard terms and conditions for invoices. These are used to pre-fill the columns, terms and conditions on your invoices. You can always change the terms at every invoice level while generating them.
To add/edit columns, default terms and conditions, please follow the below steps:
- Once logged in, click Main Menu (≡) on the header, then click Settings.
2. Click Invoice Options.
3. To customize the columns (Tax, Billed By, Hours Spent, Hourly Rate) that appear on invoices, check the specific checkboxes.
4. Add your Default Terms and Conditions for invoices.
5. Click Save.
Once you save, columns to be displayed, default terms and conditions will auto populate on your invoices.
NOTE: Any changes made invoice level only impacts that specific invoice only and not the default terms and conditions. New proposals/ invoices generated shall be pre-filled with default terms and conditions only.
Learn more about Invoicing & Billing.
Add a new invoice
Share invoice to your contacts
Understand invoice aging analysis
Set up default currency and time increment
Customize default options for matter
Customize default options for tax
Customize default options for proposals