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Modify Terms and conditions in bulk
Modify Terms and conditions in bulk
Brigitte Chouinard avatar
Written by Brigitte Chouinard
Updated over a year ago

You can change the terms and conditions on a selection of invoices or bids in a few clicks to save you time.

From the grid (invoices or quotes),:

  1. Search for the quotes or invoices using the "filters" as needed (see How to use the filters)

  2. Select the documents to be modified by clicking in the boxes

  3. Click on "Terms and Conditions" in the red bar

  4. Make the desired changes and then click on "OK".

NOTE: This will not affect the "default" Terms and Conditions in your settings.

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