Settings → Admin settings → Work orders → Quotes and invoices. The page saves as you type. Anyone who is not an admin sees it read-only.
Setting | What it does |
Quote valid for | Days after the issue date used to fill the valid-until date |
Quote terms | The terms and conditions printed on every quote |
Payment due | Days after the issue date used to fill the invoice payment due date |
Invoice terms | The terms and conditions printed on every invoice |
Payment instructions | How the customer pays you — printed on every invoice |
Your company address is set separately, under Settings → General, below the company name. It is optional, and the company block prints without an address until someone fills it in. Both pages need an admin.
You can still change the wording on an individual document in the export form. That edit applies to that document only and does not update the settings page.
