Updated terms not showing on an Invoice or an Estimate

If you updated the terms in Document Settings of either the Invoices or the Estimates, and you are wondering why they aren't showing up, keep reading.

When you do an update to the terms, it is vital to remember that the changes you make won't be reflected on any jobs or opportunities created prior to the updating; they will only affect the ones created after.

Also, keep in mind that, even if you created the invoice for that job or opportunity after making the update, the changes won't be reflected because the terms are determined when the job is created, not when the invoice is generated.

You may not see the terms when you create the job or opportunity, but they are hanging around in the shadows waiting to appear when you generate the next invoice.

And finally, don't forget to update the terms manually on these older documents.

Subscribe to our Youtube channel for new weekly content!