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Set invoice terms, payment days and the PDF template

Quick answerIn MAJA Books go to Settings → Invoices, set the Default Invoice Payment Terms (days), the Terms & Conditions and a Custom Box (for example your bank details), pick a PDF Template and Accent Colour, and click Save Invoice Settings.
Where: MAJA Books → Settings → InvoicesWho: Anyone whose role may edit preferences

Steps

  1. Click Settings, then the Invoices tab.
  2. Enter the Default Invoice Payment Terms (days).
  3. Type your Terms & Conditions. They print on every invoice and can be changed on a single invoice.
  4. For a box of your own, enter the Custom Box — Heading (for example "Bank Account") and the Custom Box — Content (bank, IBAN, account name, or delivery terms).
  5. Under PDF Template, click a design: classic, modern, minimal, bold, royal, emerald, crimson, sunset, graphite or ocean.
  6. Pick an Accent Colour.
  7. Click Save Invoice Settings.

What MAJA does for you

  • New invoices pick up the defaults automatically.
  • The template and colour apply to invoices, proforma, orders, notes and bills.

Good to know

  • The default tax rate is not set here: it is governed by the versioned rules in Settings → Compliance.
People also ask
  • How do I change my invoice design in MAJA Books?
  • How do I add bank details to invoices in MAJA?
  • How do I set default payment terms in MAJA Books?
  • How do I add terms and conditions to every invoice in MAJA?
Still stuck? In the app, tap the ? button at the top and choose Chat with MAJA support — the screen you are on goes with your message and the reply comes to the same place (within one working day). Or write to support@majabooks.com, or ask MAJA's assistant (the round button at the bottom right of MAJA Books).