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Matteo_S
Level 3

Payment Terms in Estimate

Greetings,

 

We'd like to add payment terms to our Estimates.

I see from an old post (Feb 2020!) that this feature was requested by a few people some time back, but I don't believe it's been implemented yet.

 

The solution reccomended there was to add a custom field, but maybe something changed cause I can't seem to follow those instructions.

 

If I go to edit the form->content->header, to add a custom field, my only option is to be redirected to the "custom fields" menu.

From there, I don't get the choice to add a custom field only to some of the sale forms, so if I create the field "payment terms" I have to have it and print it to invoices as well, which means on invoices I have both the normal "Terms" and my custom "payment terms"

 

Any way around this?

 

thanks

 

thanks

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