What your quotes and invoices show

There is no page layout to design. Every quote, invoice and client page is drawn the same clean way, and what makes it yours are a few settings: your logo and details, your date format, your terms, and the custom fields you choose to print.

Steps

1. Open Settings, System, Company.
2. Fill in Company details and upload your Logo. See Set your company details and logo.
3. Pick the Date format your clients should read.
4. Paste your rental agreement into Terms printed on quotes and invoices and press Save.
5. To print one of your own fields, open the Fields tab of Quotes, Orders or Inventory under Settings, open your field and switch on Printed on the PDF.

Fill-in fields in your terms

Where a number or a date goes in your terms, write its field and each document fills in its own: {{deposit_percent}}, {{deposit_amount}}, {{deposit_due_days}}, {{balance_due_date}}, {{balance_due_days}}, {{total}}, {{order_id}}, {{event_date}}, {{sign_date}} and {{renter_name}}.

Good to know

• Terms print at the foot of every quote and invoice and are shown to the client before they sign. Empty prints none.
• Have your own lawyer read your terms. The system gives them a place, not the wording.
• A custom field printed on a quote or order shows under the event as its name and value; a product's shows under its line.
• The deposit and balance dates in your terms come from Settings, Sales, Payments, Payment settings. See Set tax, deposit, fees and delivery prices.
• How to make and send the PDF itself is in The quote PDF.