If you would like to set the default terms for your quotes and invoices in drone desk, I'm gonna show you how. From the dashboard, select the user icon in the top right hand corner and choose settings from the drop down menu. In the settings menu, choose quote and invoice settings. Configure the default terms that you wish to implement, and that is it. You are done.
How do I set default terms for quotes and invoices?
Setting default terms in Dronedesk means your payment terms and standard wording appear on every quote and invoice automatically. This guide walks through configuring them once. Five minutes of setup that saves you repeating yourself on every document.
Did this answer your question?
😞
😐
😁