Terms and Conditions

We’ve created a dedicated field for any additional information you have, such as your Terms and conditions, so you’ll no longer need to upload a separate file.

To add Terms & conditions to your documents, follow these steps below:

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iOS and Android 

  1. Tap on the Profile icon in the upper right corner of the home screen
  2. Tap on Customize invoice
  3. Tap on Options
  4. In the options at the bottom of the screen, tap on the Footer section
  5. Tap on Terms and conditions
  6. Enter your terms and conditions in the text field. *Note there is a 9000 character limit 
  7. Tap on Save

Web

  1. Click on your Company name in the upper right corner
  2. Click on Account & settings
  3. Click on Customize invoice options
  4. Click on the Footer drop-down section
  5. Click in the Add terms and conditions... field
  6. Enter your terms and conditions in the text field. *Note there is a 9000 character limit 
  7. Click on Save design in the top right corner
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Your Terms & conditions will now appear on the bottom of all of your documents.

Have more questions? Submit a request