Steps to Show Terms and Conditions in an Invoice

Step 1: Create the Terms and Conditions file

1. From the main menu, go to Templates.
2. Select Terms and Conditions.
3. Click Add New Terms.
4. Enter the file title.
5. If there are any attachments related to the terms and conditions, upload them in the Attachments field.

Step 2: Set up displaying the Terms and Conditions in the invoice

1. Go to Sales Settings.
2. Select General Invoice/Estimate settings.
3. In the Invoicing Method field, choose Both.
4. From Manage Clients, open the profile of the client you want to link to the invoice and make sure the Invoicing Method field is set to Send by Mail. Also, make sure the clients’s email address is added.

Step 3: Send the invoice with the Terms and Conditions

• When creating the invoice, select Send by Mail as the method. For detailed steps on how to create a sales invoice, refer to this guide.

Note: You must select Send by Mail; if the invoicing method is set to Print, the Terms and Conditions field will not appear in the invoice.