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

            You can customize the Terms & Conditions for Invoices, Quotes, Sales Orders or Purchase Orders by following the steps given below:

            1. Log in to Zoho CRM with Administrator privileges.
            2. Click Setup > Customization > Fields.
            3. Select the Module from the drop-down list.
            4. In the [Module] Fields List page, edit the Terms & Conditions field.
            5. In the Edit Terms and Conditions page, specify the terms.
            6. Click Save.
            Updated: 28 Sep 2015 12:12 PM
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