{"slug":"create-reusable-invoice-terms","title":"Creating Reusable Invoice Terms","description":"This article explains how to create custom invoice terms that can be added to invoices and displayed to vendors.","section":"market","sections":["market"],"tags":["invoice","terms"],"aliases":[],"author":"Farmspread Support","updated":"2019-04-13","published_datetime":"2019-04-13T06:00:00.000Z","promoted":true,"related":[],"links":[],"images":{},"video":null,"source_commit":null,"body_format":"markdown","nav":{"section":"market","group":"Set your invoicing up","previous":{"slug":"automatic-invoicing","title":"Automatic Invoicing"},"next":{"slug":"creating-reusable-invoice-line-items","title":"Creating Reusable Invoice Line Items"}},"related_articles":[],"body":"### **Create a Reusable Invoice Term**\n\nReusable invoice terms help streamline manual invoicing.\n\nTo get started, go to: **Settings → Invoicing** from the left-hand navigation menu of your dashboard.\n\n![](https://articles.marketspread.com/images/create-reusable-invoice-terms/01-image.jpg)\n\nUnder **Invoice Terms**, click the **+ Add term** button on the right.\n\n![](https://articles.marketspread.com/images/create-reusable-invoice-terms/02-image.jpg)\n\nAn **Add term** window will appear, where you can enter a **Name** and **Term**.\n\n![](https://articles.marketspread.com/images/create-reusable-invoice-terms/03-image.jpg)\n\nIn the **Add term** window, enter a unique **Term Name** and the **Term** text you want added to invoices when selected. When you are ready, click the blue **Add** button in the bottom-right corner.\n\n![](https://articles.marketspread.com/images/create-reusable-invoice-terms/04-image.jpg)\n\nAfter the new term is added, it will appear in your list of configured **Invoice Terms**. In the example below, the **net-30** term is highlighted in red.\n\nYou can edit or delete a term at any time by clicking the **pencil** or **trash** icon to the right of it.\n\n![](https://articles.marketspread.com/images/create-reusable-invoice-terms/05-image.jpg)\n\n### **Creating an Invoice with a Reusable Invoice Term**\n\nTo create an invoice using your new reusable term, go to **Payment → Invoices**\n\n![](https://articles.marketspread.com/images/create-reusable-invoice-terms/06-image.png)\n\nNext, click the blue **+ Add Invoice** button in the top-right corner.\n\n![](https://articles.marketspread.com/images/create-reusable-invoice-terms/07-image.jpg)\n\nFill out the invoice by selecting the **recipient**, **invoice name**, **event date**, **due date**, and any other required fields.\n\nThen, under the **Terms** section, click the dropdown and select the term you want to use.\n\n![](https://articles.marketspread.com/images/create-reusable-invoice-terms/08-image.png)\n\n![](https://articles.marketspread.com/images/create-reusable-invoice-terms/09-image.png)\n\nAdd the line item or items you want to charge by selecting from your saved items or entering them manually.\n\nWhen the invoice is ready, click **Schedule**, **Save**, **Create & Send**, or **Send & Charge Auto Pay** in the bottom-right corner.\n\nIn this example, the **Schedule** button was selected.\n\n![](https://articles.marketspread.com/images/create-reusable-invoice-terms/10-image.png)\n\nTo view the scheduled invoice, click the gray **Overview** dropdown button and select the vendor you created the invoice for, such as **The Fresh Fork Store**.\n\n![](https://articles.marketspread.com/images/create-reusable-invoice-terms/11-image.png)\n\nYou will be taken to that vendor’s invoice details page. The default view is **Released** invoices, so click **Drafts**.\n\n![](https://articles.marketspread.com/images/create-reusable-invoice-terms/12-image.png)\n\nThen click the invoice title, highlighted in blue, or the gray **overview arrow** to the right of the invoice.\n\nThis will open the full invoice, where you will see the selected term listed under **Terms**.\n\n![](https://articles.marketspread.com/images/create-reusable-invoice-terms/13-image.png)"}