How can I add terms and conditions to a quote or invoice?
If your terms are brief, add them to the footer text of the quote/invoice:
- Go to My account, then select Settings.
- Under the Sales section, click Invoice design.
- Click ️🖉edit next to Invoice payment & bank footer text.

- Edit "Standard quote footer terms" like the below:

- Click Save (from the top).
If your terms span a full page or more, upload the terms document as a supplementary PDF attachment:
- Go to My account, then select Settings.
- Under the Email templates section, click Quote or Tax invoice.
- At the bottom-right, click Upload a PDF file to upload your terms as a supplementary PDF attachment.
