How to add terms & conditions to my invoice?

Just like every business, your business must also have some terms & conditions. These should be known to your customers. Adding them is super easy. You need to follow simple steps.

Web App

  • Click on Invoice
  • Add details as required
  • Under the Items tab, you will find “Notes for Client
  • Below that, there will be an empty box wherein you can add your terms and conditions
  • Save your invoices and send them to your clients

iOS/Android

  • Create a new estimate by tapping on the “Invoice” or “+” button
  • Add details as required and keep scrolling until the “Notes for Client” tab
  • Tap on “Notes
  • Either write or record whatever information you want to add for your client
  • Save it

This way, you would be able to add terms and conditions for your clients.

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