Invoices
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  • Invoices
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    • I don't want to send Invoice from eProcessify Invoices. How can I mark invoice as sent?
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      • How do I print an Invoice?
      • I want to print the transportation copy and the customer copy separately. How can I do that?
    • Set the due date of Invoice
    • Add bank details on the Invoice
    • Hide or show payment terms on the Invoice
    • Add E-Signature to the Invoice
    • Export invoices to an Excel sheet
    • Proforma Invoice
      • How do I send a Proforma Invoice?
      • Convert a Proforma Invoice to a Tax Invoice
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    • Invoice Numbering
      • Set Invoice Number format and Invoice Prefix
      • Set the Invoice number manually
      • I am starting in the middle of FY. How can I set my numbering?
    • Cancel Invoice
  • Payments
    • How do I add payment to an invoice?
    • How do I send a payment receipt to the customer?
    • Edit or Delete the payment
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  • Clients
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    • Custom Fields
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    • Contacts
      • Create a contact and assign it to an existing client
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      • Unassign a contact from the client
      • Assign a contact to the client
  • Team Members
    • Invite team members
    • Access Roles
  • Invoice Items
    • How do I create or add an Invoice item?
    • Edit an Invoice item
    • Delete Invoice item
  • Tax Presets
    • Add Tax Preset
    • Default Tax Preference
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  1. Invoices

Hide or show payment terms on the Invoice

PreviousAdd bank details on the InvoiceNextAdd E-Signature to the Invoice

Last updated 1 year ago

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To hide or show payment terms on an invoice, follow these steps:

Step 1: On the navigation panel, select the "Settings" option.

Step 2: In the settings, go to the "Preferences" tab.

Step 3: In the "Preferences" tab, find "Invoice display settings" and click it.

Step 4: A drawer with different options for invoice display settings will appear. Check or uncheck if you want to show or hide the payment terms.

Step 6: After selecting the desired preference, click on the 'save' button to save the changes.

Step 7: When creating an invoice, payment terms will be shown/hidden by default depending on your preference. You can toggle it for individual invoices if needed.

And this is how you can hide/show the payment terms in the invoices.