Payment Instructions

[Dave]

Hi,

In addition to having the payment terms on invoices, I'd like to add payment instructions. I'm hoping the easier I make it, the faster I'll get paid! 

For example:
"Payments may be made using PayPal by clicking the PayPal link, by Interac Email Money Transfer, or by mailing a cheque"

Is there a way to do this that I've missed? Or could it be added to the invoicing module?

Thanks,
Dave

[Adam]

That is in there already.  It's called "Terms".  You can create a term with any text in it that you want.  Then add that to the client and when you create an invoice, it will always pull that Term.

[Dave]

Thanks!

I hadn't realized that the text entry field in Terms could contain more than a short description.

Dave

[freddyflares]

Hi can you let me know where I find the 'terms' box

[Adam]

Terms are in the Invoice themselves.  You can also default a Term to a specific Client, so that when you create an invoice it will automatically add that term to that invoice.  Just like every other file in TM, you just need to tap on the Terms row, then tap on the + (plus) button to add new Terms on the fly.  Then choose it from the list.