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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:

  1. Go to My account, then select Settings.
  2. Under the Sales section, click Invoice design.
  3. Click ️🖉edit next to Invoice payment & bank footer text. - IDK
  4. Click Sales terms sets for customers. - IDK
  5. Or just edit it directly. - IDK
  6. Click Save.

If your terms span a full page or more, set it as a supplementary PDF attachment:

  1. Go to My account, then select Settings.
  2. Under the Email templates section, click Quote or Tax invoice.
  3. At the bottom-right, click Upload a PDF file to upload your terms as a supplementary PDF attachment.

If you have any questions, ask us by creating a help desk ticket.