You set expiry periods for quotes and payment terms for invoices in the document templates. If you use a standard quote for all your customers and want to adjust these periods, you can do so directly.
Standard quote/invoice term
Go to Settings > Way of working > Document templates. Click the document template you want to adjust here
Expiry period
For quote templates, this determines the expiry period, and for invoice templates, it determines the due date; make sure you enter this in the correct format!
Next step
In the next step you'll learn how to add online quote acceptance and online invoice payment >