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.