How to include a terms and conditions

To add a terms and conditions (sales terms) onto a quote or invoice print (or email), there are two methods:

1. If the terms are not too long, it can be added onto the footer text of the print-out. To do this, click on your name initials (top right) > Getting started > click "Invoice design" on step 1, and scroll to the bottom of the page.
2. If it is a page full or longer, then try setting it up as a supplementary PDF attachment that gets emailed along with the quote / invoice. To do this, go to Settings > Email templates > Quote or Tax invoice and see the bottom of the page.