Written By Chetan Raikar
Last updated 4 months ago
Overview
The "Multiple Terms & Conditions for Vouchers" feature allows users to set customized Terms & Conditions (T&Cs) for different types of vouchers such as quotations, sales invoices, etc. This enhancement eliminates the need for repetitive manual updates, making the process more efficient and user-friendly. Users can now:
Assign unique T&Cs to specific vouchers.
Edit T&Cs directly from vouchers, with changes automatically reflected in invoice settings.
Manage all T&Cs centrally from invoice settings.
This feature empowers businesses to streamline workflows, enhance accuracy, and ensure consistent communication across different transaction types.
Step-by-Step Instructions:
On Web Application
Access Invoice Settings:
Navigate to Settings.
Select Invoice Settings.
Enable Multiple T&Cs:
Go to Miscellaneous Details and locate the Terms & Conditions section.
Select a voucher type from the dropdown (e.g., Quotations, Sales Invoices).
Add or update the T&Cs in the provided text field.
Preview Changes:
View the updated T&Cs in the preview section on the left side of the screen.
Save T&Cs:
Make changes to the text field to enable the Save button.
Click Save to confirm.
If navigating to another voucher without saving, a pop-up will appear prompting you to save or discard changes.
On Mobile Application
Navigate to Invoice Settings:
Tap the More tab and go to Invoice Settings.
Locate Terms & Conditions under Miscellaneous Details.
Edit T&Cs:
Choose a voucher type from the dropdown.
Edit or add T&Cs in the text field displayed below.
Preview Updates:
The updated T&Cs are shown in the invoice preview at the top.
Save Changes:
Changes must be saved before switching to another voucher type.
Unsaved changes will trigger a confirmation pop-up.
Different TnCs for different voucher types
General Notes:
T&Cs in "Manage Business Settings" are now managed exclusively under Invoice Settings.
A tooltip in the voucher editor highlights that T&Cs can be customized in Invoice Settings.