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Admin
Dec 11, 2018

Terms & Conditions Page

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Edited: Dec 11, 2018

 

 

To add a terms and conditions page:

  1. Tap the Terms and Conditions button

  2. Enter a title, for example: Terms & Conditions

  3. Enter the text in the Text box

  4. Adjust the text size if needed.

The page will be automatically appended at the end of the PDF document (when emailing or printing the PDF document) only if text is entered in the Terms and Conditions Text box.

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  • Admin
    Dec 11, 2018

    Taxes

    Transactions are Taxable by Default If you charge tax on any item or service then you must enable this option. If this option is disabled then no tax will be calculated by default even if the items are configured as taxable. Calculate Tax Before Discount by Default (Not used when Tax Inclusive is ON) The tax will be calculated before any discount is applied. You can adjust this setting on a per-invoice basis and on each item on the invoices. Tax 1 Rate Items with the Tax 1 switch enabled will be taxed at this rate. (Inventory section) Tax 2 Rate Items with the Tax 2 switch enabled will be taxed at this rate. (Inventory section) Tax Inclusive If your country tax rules requires you to include the tax in the price then this option should be ON, otherwise this option should be OFF. Users located in the United States should turn OFF this option. Important : Any changes to this setting will be applied to new invoices only. Include Tax 1 in Tax 2 The tax will be calculated based on the combination of the 2 taxes (Tax 1 & Tax 2). Canada only. Additional settings required to calculate the Tax Products In the products section verify that each taxable item has the tax rate(s) switch turned ON .
  • Admin
    Dec 11, 2018

    Calculate Tax Before Discount

    The correct Tax setting depends on the requirements of your local Tax laws. Tax can be calculated before or after applying a discount. When this option is ON , the tax is calculated before the discount is applied. When this option is OFF, the tax will be calculated after the discount is applied. This setting can be modified on each item and also on each invoice.
  • Admin
    Dec 11, 2018

    Adding a Logo Image to the PDF Documents

    You can add a logo image to the PDF from the iPad Photo Album . To transfer the logo image to your iPad use iCloud Photos, Dropbox, email or iTunes. Transparency is supported and recommended by using images in PNG format. Tap Customize PDF Tap Logo & Header Tap the Change Logo button Choose Select image from Photo Album Choose your logo image Adjust the logo size & text position as needed Tap Done to save. Make sure the option Settings > Invoice Format is set to PDF .