Terms and Notes

The Terms tab lets you set default terms and conditions that appear on your invoices and quotes. Access it from LiteWork Settings → Terms.

Invoice Terms

Enter your standard payment terms and conditions for invoices. This text appears at the bottom of every invoice PDF.

Common things to include:

Payment methods: Bank account details, accepted payment methods.

Payment terms: When payment is due, late payment fees if applicable.

Legal text: Any required disclaimers for your industry.

Quote Terms

Enter separate terms for quotes. Quote terms often include:

Validity period: How long the quote is valid.

Acceptance process: How to accept the quote.

Scope limitations: What’s included and excluded.

Formatting

Terms are plain text—no HTML or rich formatting. Keep them concise and readable. Use line breaks to separate sections.

Per-Document Override

The terms you set here are defaults. You can edit the terms on any individual invoice or quote by clicking the notes section while editing the document.

Tips

Keep it short: Long terms get ignored. Focus on the essentials.

Include bank details: Make it easy for clients to pay you.

Review periodically: Update terms when your policies change.