Set payment terms printed on quotations

Add payment terms in Localflow so every new quotation prints a Payment line, for example 30% to confirm and the rest 45 days before arrival.

Payment terms are the words printed on the Payment line of each quotation. Owners and admins set them once for the company.

1. Open the rules

   Go to Settings › Review and issue rules.

2. Find the card

   Find Payment terms on quotations.

3. Type the terms

   Type your terms, for example “30% to confirm, the rest 45 days before arrival”. Up to 300 characters.

4. Save

   Click Save. You see “Saved. Quotations issued from now on carry these words.”

Screenshot to add: the Payment terms on quotations card, and the Payment line on a quotation.

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Good to know

• These are words only. Finance does not ask for a deposit because of them.
• If the box is empty, the quotation has no Payment line.
• Quotations already issued keep their old words.