General Terms
Last updated
Last updated
"General terms" is text that appears on the PDF invoice in Milient Time Flow. General terms are thus something that is only relevant to use in the case of invoices sent directly from Milient Time Flow to the customer (via Autoinvoice). In cases where invoices are sent to the customer from the accounting system general terms are entered in the accounting system.
On the tab Administration - Settings - Invoice - General terms, you can add new general terms to selected when a new customer is created.
To add new general terms:
Go to the tab Administration - Settings - Invoice - General terms
Enter a name for the new general terms and the text that you want to appear on the invoice.
Click on the "green plus" at the far right of the row.
If necessary, enter the interest rate in the field for this. It is needed in the case that Autoinvoice is used to send invoices to the customer. The value in the field can also be presented on the PDF invoice - but this requires configuration. Please contact Milient Software's support department for more help.
Save.
The newly added "general terms" will now be selectable in the "General terms" drop-down list in the customer card (Administration - Project - Customer).