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Using standard clauses

How to add messages such as terms and conditions on to documents. For example, we are moving company address and I would like to add a message to my Purchase Orders advising our suppliers of the future move. How to change bank details on sales invoices

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Written by Jes Foxall-Beckley
Updated over a month ago

To add bespoke messages to documents such as Purchase Orders, do the following:

  1. Go to Options

  2. Click on System Maintenance

  3. Open Document Layouts

  4. Choose Standard Clauses

  5. Under 'Clause Type' choose the document and relevant option within it you wish. So for the above example we would have a choice between Purchase Order Comment and Purchase Order Base.

  6. In the left hand pane, type in the description of your new Standard Clause. (e.g. New Address)

  7. Tab into the right hand pane, and write the full message you want to appear on the Purchase Order. (e.g. "We will be moving address on the 1/1/2020, our new address will be 123 Example Street")

  8. OPTIONAL STEP - Press Ctrl+M on your keyboard to go into modify mode. Click the button in the bottom left hand corner that says Set as Default

If you choose not to complete step 7 (a reason for this you may have two different clauses depending on the supplier/customer) then you will need to apply the clause at the point you print the document.

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