You can set different Default Terms and Condition For Different Modules. This feature save the hassle of the user to change the terms and condition every time for different module.
Go to the “Menu” and select “CRM Settings“.
Under “Inventory” select “Terms and Conditions” and then select the “Module” and write the terms and condition in the space given below.
Here you can see the the “Terms and Conditions” while creating the new “Invoice“.
Note:
Unlike all other fields where the default value is set in Field Editor – this field has it’s own area for default value
Description
Change Default Terms And Conditions For Invoice/Quote/Sales And Purchase Order In VTiger
Moved By
Chris (Jan 10, 2025)
