You can add and edit the text message and/or terms and conditions that appears at the bottom of the following
- Sales orders
- Shipment confirmation
- Order confirmation
- Point of sale
- Price quotes
- Purchase orders
- Request for quotes
Use these messages to provide a friendly thank you or information on when a quote expires or payment is due. These messages should be company wide policies as they print on every document, not just those specific to a customer.
- Go to File > Company > Document Message, Terms and Conditions.
- Drop down the Document list and choose the document type to which you want to add text.
- Click Edit.
- In the Message box, type or edit the text that appears. You can include up to 4 lines.
- In the Terms & Conditions box, type or edit your terms. The line limit appears below the edit box. If the document type allows more than 4 lines, then the overflow prints on a separate page.
- Click Save.