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How do I remove payment terms from an invoice?
Currently, it is not possible to create an invoice without selecting a specific due date or payment terms. This is the default flow in Zoho Invoice, and every invoice requires payment terms to be selected.
However, you can remove the Payment Terms field from the invoice PDFs so that it is not visible to your customers. You can do this by disabling the Terms label in your PDF template.
To hide payment terms from your invoice PDF:
- Go to Settings and select PDF Templates.
- Select Invoices from the left side pane.
- Hover over the template you’re using and click Edit.
- Under the Transaction Details tab, select the Document Details dropdown and unmark Terms.
- Click Save at the top.
Once disabled, the payment terms will no longer appear on the invoice PDFs you send to your customers.
Note: This will only hide the payment terms from the PDF. The payment terms will still be applied to the invoice within Zoho Invoice for tracking purposes.