Invoices: How can I show my payment terms on the invoice?

To show payment terms on the invoice, you’ll want to follow these steps:

  1. Create your invoice (either from the main menu on the home screen, or from a saved estimate)
  2. Once you create your estimate, or tap into a saved estimate, you can cap the Edit button
  3. On the Update Invoice screen, tap the check box next to Payment Schedule
  4. Select Payment Type
  5. Enter Payment Date and Amount
  6. Invoice will automatically update with information entered

You can make changes anytime here as well as apply payments when needed by tapping the Record Payment button on the Preview Invoice Screen