Features Below Available To: ✅ Grow Plan ✅ Track Plan ✅ Free Plan
Monograph allows you to create terms for your invoice. Terms are the rules of trade. A term that you create in Monograph can be applied towards any issued invoice.
To add a new term, click Settings on the main menu and navigate to the App defaults tab. Once here, click on Invoice Terms or scroll down to the section.
In the Invoice Terms section, click + New Term to create a new invoice term. Give a name to the new term and enter the maximum number of days that you allow for the invoice to be cleared. The period starts from the day the invoice was issued.
Note: When the "Pay when Paid" option is toggled on, invoices will not utilize due dates.
Once the information is added, click the "Create" button to add your new terms to the list.
💡 Depending on your industry, the default invoicing terms used in Monograph may vary.
🚨 When syncing Monograph and Quickbooks Online, please note that your Terms in Monograph will be updated to the Terms you've used in Quickbooks Online. Any custom terms created in Monograph prior to syncing will not be added to Quickbooks Online. After you have synced, any additions or edits will need to be made within QBO.