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projectservicesb
Level 1

How can I access general terms and conditions to tag to an invoice to a customer?

 
1 REPLY 1
RenjolynC
QuickBooks Team

How can I access general terms and conditions to tag to an invoice to a customer?

Good day, projectservicesb.

 

You can either add the terms and conditions in the Message on invoice box or download a file in the Attachments page.

 

Note: The character limit on the Message on invoice box is 4000. Here's an article for reference: QuickBooks Online file size and feature limits.

 

To add an attachments, please make sure you have the following file types:

  • PDF
  • JPEG
  • PNG
  • DOC
  • XLSX
  • CSV
  • TIFF
  • GIF
  • XML

Then, follow these steps to upload the file:

  1. Click the Gear icon located in the upper right-hand corner.
  2. Under Lists, click Attachments.
  3. Click on the Drag/Drop files here or click the icon field.
  4. Select the terms and conditions file and click Open.

When you create an invoice, you can select the file by clicking the Show existing link under the Attachments box.

 

Here's a sample screenshot:

 

 

This article also contains more details about attachments.

 

Let us know if you need more help. Thanks.

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