How to add terms & conditions to my invoice?

You can add terms and conditions or other important notes to your invoices in two ways:

Using the Notes for Client field:

1. Click Invoices in the left sidebar and open an invoice (or create a new one).
2. Click Edit to open the invoice editor.
3. In the right sidebar, find the Note for Client text area.
4. Type your terms and conditions, payment instructions, or any other message you want your client to see.
5. This note appears on the invoice when your client views it.

Using Contract Templates (for formal terms):

1. In the invoice editor, look for the Contract section in the right sidebar.
2. Select a contract template from the dropdown. Contract templates are pre-written legal terms you can create under your business settings.
3. The selected contract is attached to the invoice. You can also configure whether you and/or the client must sign it.

The Notes for Client field is best for short messages, while contract templates are better for longer formal terms and conditions that you reuse across invoices.

On the Mobile App

Using the Notes for Client field:

1. Open an invoice or create a new one from the Invoices tab.
2. Scroll down and tap More Options.
3. Tap Notes and type your terms, conditions, or any message for your client.
4. Tap Done to save.

Using Contract Templates:

1. In the invoice editor, scroll down and tap More Options.
2. Tap Contract Template and select a template from the list.
3. The contract is attached to the invoice. You can also set signature requirements.

Contract templates are set up under More > Settings > Contract Templates.