In today’s video, we’re exploring how to configure Payment Terms and Terms & Conditions in Odoo 18 Accounting. These two features help you clarify expectations with your customers, streamline your billing process, and ensure you get paid on time.
Terms & Conditions let you include important legal or policy information—like return policies, disclaimers, or warranty notes—directly on your invoices, quotations, and sales orders.
Payment Terms allow you to define exactly how and when your customers should pay—whether it’s a single due date, multiple installments, or even an early payment discount.
What You’ll Learn: 🔍
📌 How to set default Terms & Conditions on your documents
🛠️ How to create and customize Payment Terms with split payments
📄 How to create a custom Payment Term like “50% Upfront, 50% in 15 Days”
📅 How to preview due dates and include clear payment instructions
📤 How to apply terms to customer records, invoices, and sales orders
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