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user33198
March 29, 2024
Question

How do i add terms and conditions of sale automatically to invoices?

  • March 29, 2024
  • 2 replies
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Original commenter did not share additional details

    2 replies

    Clark_B
    Clark_B
    March 29, 2024

    Welcome to the Community, @user33198.

     

    I'd be glad to help you add the terms and conditions of sale automatically to invoices in QuickBooks Online (QBO).

     

    You can add a footer text on your invoice to include your Terms and Conditions. Here's how:

     

    1. Open an invoice and select Customize.

    2. Choose Edit Current.

     

    3. Go to the Content tab.

    4. Select the footer section of the invoice. 

    5. Enter your T&C on the Add footer text field.

    6. Select Done.

     

    For more detailed information on how to customize invoices, check this article: Customise invoices, estimates, and sales receipts.

     

    I'll also add this article to guide you in receiving and recording invoice payments: Record invoice payments.

     

    Feel free to click the Reply button below if you have other questions about adding terms and conditions to invoices. I'm always here to help. Have a great day.

    U
    user33198Author
    March 29, 2024

    Hello - thank you for your reply. Unfortunately the footer is limited to 2000 words and out T&C's are much longer.

     

    Is there a way to attached a PDF file to all invoices automatically?

    J
    JoanaC
    March 29, 2024

    Thank you for your prompt response on the thread, @user33198. Let me assist you in automatically adding attachments to your invoices.

     

    Adding an attachment PDF automatically on your invoice is currently unavailable. I suggest we upload the PDF on the attachment page on QuickBooks Online so it will be much easier to attach it to your invoice.

     

    Here's how we can upload the PDF file and add it to your invoice: 

    1. Go to the Gear icon.
    2. Under Lists, select Attachment. 
    3. Drag or drop your PDF file after uploading your file. You'll be able to view your PDF.
    4. Go to +New.
    5. Scroll down a bit.
    6. Under Attachment, select Show existing. 

     

    Please note that doing this step is manually attaching your PDF to your invoices, which means you will need to do these steps every time you create an invoice for your customer. 

     

    Moreover, I'd like to share these articles that might help you manage your invoices in the future: 

     

     

    If you still have questions about attaching a PDF to your invoice, you can always reply on the thread or create a new post. Have a great day, and take care!

    4
    4Gal
    March 30, 2024

    @user33198 

    If you run a service business, you can use a proposal management app to integrate with QBO as a workaround. You will send an estimate with an engagement letter as your standard T&C.

    Terms & ConditionsAccessibility statement