Add a Statement / Spiel / Terms & Conditions to an Invoice

There is a section in system settings that allows you to add a section to your invoice that can be easily updated without having to update your templates.

There are multiple reasons why you may want to add a Statement / Blurb / Spiel / Terms & Conditions at the bottom of an invoice.

E.g. How to dispute legal costs, terms of payment, trust transfer information etc.

Many times these can change due to legislative reasons or a variety of other reasons and it is easier to edit these within SILQ rather than directly on the templates themselves.

To do this, you need to firstly ensure you have the correct code in your invoice. If you are using a SILQ invoice as your starting point then the codes will already be in there. If not, the codes you need are:

<i:s-fastmnt> <i:m-fad>.<e:m-fad><e:s-fastmnt>

<e:m-fad><e:s-fastmnt>

<i:s-stmnt2><e:s-stmnt2>

<e:s-stmnt2>

<i:s-stmnt3><e:s-stmnt3>

<e:s-stmnt3>

<i:s-stmnt4><e:s-stmnt4>

To insert/edit this text within SILQ:

1. Click on your name / initials in the top right corner of the SILQ window and a drop down menu will appear.

2. Click on System Settings

3. From the left hand options click on Statements

4. Enter in the statements you would like to see

5. Press save

6. Generate a test invoice just to make sure it is formatted correctly. If not, make the necessary changes.