Overview
This guide explains how to customize Terms & Conditions for different document types in Moon Invoice.
--------------------------------
Step-By-Step-Instructions
Step 1: Open the Moon Invoice Application
- Open the Moon Invoice application.
-------------------------------
Step 2: Open the Companies Section
- From the left menu, click on Companies.
- Select the company for which you want to customize the Terms & Conditions.
--------------------------------
Step 3: Open the Terms & Conditions Section
- In the selected company’s details, locate and click Terms & Conditions.
--------------------------------
Step 4: Customize Terms & Conditions
- Locate the field for the document type you want to customize, such as Invoice, Sales Receipt, Proforma Invoice, or Estimate.
- Enter or edit the Terms & Conditions in the relevant field.
- Use the formatting toolbar to format the text.
Available formatting options:
- Bold - Makes the selected text bold.
- Italic - Displays the selected text in italics.
- Underline - Underlines the selected text.
- Text Color - Changes the text color.
- Font Size - Increases or decreases the text size.
--------------------------------
Step 5: Save the Changes
- Review the customized Terms & Conditions.
- Click Done to apply the changes.
--------------------------------
Important Notes
- Select the correct company before customizing the Terms & Conditions.
- Update the Terms & Conditions in the relevant document field.
- Click Done to apply your changes.
- Review the generated document to verify that the Terms & Conditions appear as expected.
--------------------------------
Expected Result
The Terms & Conditions are customized for the selected document types and are available for use in the corresponding documents in Moon Invoice.
Comments
0 comments
Please sign in to leave a comment.