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greg-overlandmm-
December 23, 2022
Question

How do I add terms and conditions the back of an invoice?

  • December 23, 2022
  • 1 reply
  • 0 views
How do I add fine print on the back of an invoice?

1 reply

LieraMarie_A
LieraMarie_A
December 23, 2022

I hope you're having a great day, @greg-overlandmm-. Glad you joined us here in the Community.

 

Having the ability to add terms and conditions at the back of an invoice would be a great option. In the meantime, you'll want to put them in the word file. Then, upload it into the invoice and attach it to the email by following these instructions:

 

  1. Open the desired transaction.
  2. Select Attachments.
  3. Browse and choose the document you want to attach.
  4. Click Open.
  5. Mark the Attach to email option.
  6. Select Save and close.

 

I also encourage you to add your vote for this one by sending a feature request in the Feedback section within QuickBooks. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.

 

Here's how:
 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

 

For your reference, check out this link: How to Submit Feedback.

 

Feel free to post here if you have any other concerns customizing invoices. I'd be happy to assist!

A
agibns
September 19, 2024

Has this issue been resolved in the lasted update? 

S
ShangY
September 19, 2024

Currently, there are no updates yet about the addition of the feature to include the terms and conditions at the back of an invoice, @agibns. No worries, I'll provide a workaround for you.
 

For now, you can use the Attachments feature in the invoice. First, convert the terms and conditions into a Word or PDF file, then upload it.


Here's how:

 

  1. Select Sales from the left menu.
  2. Go to the Invoices page and open the desired transaction.
  3. In the invoice, scroll down and click Attachments.
  4. Open and upload the file.
  5. Save and close. 

 

Additionally, if you want to modify your invoice payment options, designs, and content, you have the ability to customize it. This is also applicable to estimates and sales receipts.  

Please stay in touch with us while we await for the update to see if the feature has already been added to the program. I'll keep the thread open for you in case you have any other concerns; our team is always available. Have a good one. 

Terms & ConditionsAccessibility statement