How to customize the Terms & Conditions for Invoices, Quotes or Orders?

How to customize the Terms & Conditions for Invoices, Quotes or Orders?

Terms & Conditions is a system defined field under the special fields category that is exclusively provided for the Inventory modules. It allows you to include the rules and guidelines followed by your organization in the Invoices, Quotes, Sales orders , and Purchase orders before sharing with the business associates. 

You can customize the field value by following the steps below: 
  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Setup > Customization > Modules and Fields > Quotes/Invoices/Sales order/Purchase order.
  3. In the Terms and Conditions field, click the More icon > Settings > Edit Properties.
  4. In the Edit Properties page, specify the terms in the Value text box.
  5. Click Done.



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