Each item that has been added to a sales document has a default description field, an empty notes field and a private notes field. The notes field can be used to enter custom notes that are specific to the item in the sales document without changing the default description. The default item's description and private notes can be entered in the Products section.
The Payment Terms specify the number of days you give your customer until a full payment must be received. To configure the payment terms: Go to Settings Tap Customize Terms , the Payment Terms editing box will appear Tap the Add New button In the Name box enter the name of the term, for example: Net 7 In the Days box enter the number of days that this payment term represents, for example: 7 (for 7 days) Tap Accept To specify the invoice payment term: Open or create the invoice Swipe left over the customer information area to reveal the additional fields Tap the Terms field and select the new payment term from the list of available terms.
Contact information can be added to the sales document from the Contacts available on the iPad. Use the Contacts app to add new customer information to your contacts list. To add a contact to the sales document: Tap the person icon located at the left side of the Customer information section Search or select the contact The contact's details should appear. Tap the preferred address, phone or email and the contact information will be added to the sales document.