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ryanrobertspie
Level 1

How do you set your company's terms and conditions up that the're attached to every quote.

 
2 REPLIES 2
Ashleigh1
QuickBooks Team

How do you set your company's terms and conditions up that the're attached to every quote.

Hello Ryanrobertspie, 

 

Welcome to the Community page, 

 

So you can add this information in custom from styles section 

 

main cog wheel>custom form styles>content>where it has a message to customer you can in either of the bottom boxes you can add the terms and conditions in there then when you go to print preview on an invoice or estimate it will show up for you. 

 

If the terms and conditions are pretty comprehensive you could add it as an attachment as a separate document or you can also do this from a recurring transaction. 

Fiat Lux - ASIA
Level 15

How do you set your company's terms and conditions up that the're attached to every quote.

@ryanrobertspie 

You may also explore this app. You may send an engagement letter with your quote. Once your client approved it by system, it will release your invoice automatically.

https://get.practiceignition.com/quickbooks

 

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