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Need to be able to have "Payment Terms" for client print on contract

Jonathan S. shared this question 9 years ago
Answered

Really need to have this feature added so we can list Payment Terms on the contract we send to client and have it shown in their account by lead.

Best Answer
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You can add payment terms to the contract by going to Settings->Contract Templates, choosing the template, and then typing in the terms and saving it. We don't have a way to change terms dependent on other variables like customers. You would have to create multiple contracts and then choose the correct template before sending the contract.

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1

You can add payment terms to the contract by going to Settings->Contract Templates, choosing the template, and then typing in the terms and saving it. We don't have a way to change terms dependent on other variables like customers. You would have to create multiple contracts and then choose the correct template before sending the contract.

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