Adding Terms and Conditions to your Documents

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

iOS and Android 

  1. Tap the Profile icon in the top right corner of the home screen
  2. Tap Customize invoice
  3. Tap Options
  4. Tap Footer
  5. Tap Terms and conditions
  6. Enter your terms and conditions in the text field. *Note there is a 9000 character limit 
  7. Tap 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 on 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 

Your Terms and conditions will now appear on the bottom of all of your documents.

Have more questions? Submit a request