Quote payment terms define the agreed-upon period for clients to pay invoices. Setting these terms will display them on your quote PDF.
How to Set Payment Terms for a Client
You can specify payment terms for each client, which will then automatically apply to the quotes you create for them.
Navigate to Client Settings: From the main menu, go to the Clients section and either select an existing client or create a new one.
2.Locate 'Payment Terms' Field: Within the client's details form, you'll find a dedicated field labeled Payment Terms.
Enter Terms: Input the desired payment terms, such as "Net 30" (payment due within 30 days), (7 days after the end of the month). Apply to all clients or specific clients.
Save Changes: Click Save to apply these terms to the client's profile. These payment terms will then display on edit quote page and display at the bottom of the quote PDF.
