Business terms settings

In the following reports, you can define fixed texts to be displayed on the document in the section below the lines:

• Sales Invoice
• Sales Credit Memo
• Sales Pro Forma
• Sales Shipment
• Sales Quote
• Sales Order
• Purchase Order
• Purchase Invoice
• Service Invoice
• Service Credit Memo
• Service Pro Forma

The text can be defined individually for each printout, each language, each client or group of clients.

To do this, open Core Report Setup and in the actions select Business terms.

In the newly opened list of business terms, we have the option to::

• Create a new entry manually
• Use the Init for selected language action - the action will create empty entries for all reports that support business terms for the selected language.
• Use the Copy selected for other reports action - which will copy the selected entry for other available reports keeping the selected language and the content itself

Regardless of the option selected, we can open Business terms and make changes to it:

• Language code - must match the language code in the Document / Customer
• Report no. - only reports that have the ability to print Business Terms are available for selection
• Clients — determines for which client/clients the Business Terms should be displayed
• Enabled - determines whether Business Terms is enabled and is to be displayed
• Content of business terms - the content of the condition

Warning

We can use most of the available business terms formatting features available on their edit page. Below is a list of features that do not work on printout. We recommend not to use them.:

• Highlight Text
• Quote
• Superscript/Subscript
• Insert image/table.

On each supported printout on the request page, you can select options whether you want to print Business Terms or not.