How to set up your payment terms

In this article, you can read about setting up your payment terms. Including your payment terms allows you to clearly communicate this information to your client in your quote.

You can set up your default payment term information once in your settings, and this will automatically apply to every new quote or template you create. 

How to set up your default payment terms

You can create your default payment terms for your quotes or templates. This saves you time by ensuring all your quotes and templates start with the same payment terms. However, you can still edit the payment terms per quote or template if needed.

Settings > Quote Settings > Terms & Conditions > Payment Terms

1. Go to your account Settings
2. Click on 'Terms & Conditions' in your quote settings
3. Select Payment Terms
4. Type your terms within the empty field

NOTE: you can still edit the payment terms on every individual quote or template when editing an itinerary. This will not affect your default payment terms in your settings.