Estimate/Invoice Payment Terms

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1

Hi,

My invoice show the same terms as my estimate. I want to remove the estimate terms from the invoice??

Thanks

2

Hi,

Have a look on the link below, thatā€™s descriping the part with the notes for invoices and estimates on the invoice customisation screen.

Hope this helps

3

Is this invoice created from scratch or are you converting it from an estimate?

4

I think Iā€™ve been encountering a similar glitch, correct me if iā€™m wrong.

When an estimate is made and includes the estimate notes/terms, once that estimate is converted to invoice, the estimate terms are still visible, ie, it doesnā€™t convert the estimate terms to the invoice terms?

This is a problem iā€™m experiencing anyway so if there is any help, it would clear an annoyance for me.

Thank you.

5

I found this similar post which may help

6

Itā€™s not a glitch, itā€™s by design but I think the default action is wrong, most people will want default invoice notes on the invoice, obviously!