Invoice Terms and Conditions Sample for Management that Streamlines Your Process

Invoice terms and conditions sample for Management

[Music] hi hello and welcome back to our channel today in this video let's discuss how to add terms and conditions in order forty so specifying terms and conditions is essential to set up important contractual points such as payment terms then limitation of liability and delivery terms between customers and sellers so everyone others every seller buyer must declare these formal information concerning products and company policy so let's see how this can be done in our auto sales that is how we can include default terms and conditions on our sale orders quotations and invoices okay so first we can set a default terms and condition uh so when you go to compilation settings from your accounting menu you want to search for uh default terms in conditions you can see an option here okay so you have to enable this and if you want to provide a default condition you can uh just add here okay so i have already added uh some terms and conditions on invoices or orders okay so these uh terms and conditions will appear subsequently on every quotation sale orders and invoices and it's also possible to set a default terms condition on quotation template so after enabling authenticity template for compilation settings you can create uh templates so inside the template form you can see your option to add terms and condition so administrator can set default terms and conditions uh in sales settings that is from our invoicing or accounting and terms that here will show up instead of if you instead if you select this quotation template that is we can provide a specific terms and condition for a quotation template so ing to your business needs you can add the terms and conditions so i have our default uh terms and addition for this quotation template uh like supplier and customer shall each carry insurance coverage types and amounts advocate to protect against any losses damages liabilities or expenses that may reasonably be expected to be incurred under an order and both shall keep such insurance coverage in effect until the conclusion of the order so when you create a new quotation or an order okay here you can see the quotation template and below you can see automatically that terms and conditions defined inside the template quotation template is added here and if you want to edit it for your quotation you can change it from here okay so same way we can set the terms in condition for your sale order okay here below you can see uh some terms and conditions added for the sale order automatically so this is taken from the uh settings that is we have a default terms and condition from our accounting settings okay so this has been equal for the company which is applied on uh set on sale orders and invoices so when you create a new invoice there also you can see a default terms and condition set okay you can see that here and you can also edit from it from here and we can also set terms and condition on your payment so that's really important here inside the payment term okay here we can add a description on invoice that is a payment of explanation for the customer then you can also define the general terms and conditions on your website that is using website application so uh when you open website after installing it you can go to website and create a new page there okay so here clicking on new you can create a new page and design the page that is edit from here and can add details your terms and conditions so i have already created a terms and conditions page from my website so here when you come under pages you can see manage pages so there you can find all the pages that you have already created here i can find my terms and conditions so it is not included in the menu so when you click on this you can view the page details okay so here you can add conditions uh if you i want to add more conditions you can click on edit and add blocks that is text to your page okay so after you can save the page and you can refer to this page in the footer of all your documents so for that so we can configure document layout and there you can add a footer so here uh you can add the link that is a page link and you can save it so under the document you can find the terms and conditions that you set on the page and you can also attach these general terms and conditions uh in your emails that is when you are sending emails so for grading quotations okay here you can find uh option to attach a file so you can attach the uh file with terms and conditions with this email and you can send it from here so let's see so we see so you can just click on this attach a file and upload the terms and condition fine and you can also attach your terms and conditions in your quotation template that is uh here under confirmation uh here you can see by default uh you have added terms and condition and you can also find option to set a confirmation email in which you have the possibility to configure the default attachment okay so with auto sales it is now very simple to deal with terms and conditions so that all for this video and thanks for watching [Music]