I want to add a new payment term to my invoice Net 45 but i've checked online and it keeps saying to use Add New in the dropdown menu but there i'snt one. Help :(
I want to add a new payment term to my invoice Net 45 but i've checked online and it keeps saying to use Add New in the dropdown menu but there i'snt one. Help :(
I want to add a new payment term to my invoice Net 45 but i've checked online and it keeps saying to use Add New in the dropdown menu but there i'snt one. Help :(
Hi there, @michelle228. The Add New dropdown menu for terms is no longer available in the invoice form. You can create another one through Account and Settings or from the All Lists section.
If you want to default the new term to the invoice, go to the Gear icon > Account and Settings > Sales > Sales form content > Pencil icon > Preferred invoice terms dropdown > Add new. Then, enter the details of the latest term and save it.
Once done, click the Save icon of the Sales form content section to apply the changes.
However, if you don't wish to make it the default, add it via Gear icon > AllLists > Terms > Addnew.
Click the Reply button if you have additional questions.
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