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Everything you need to know about banking in QuickBooks Online - Discover more
tjwhitelamph
Level 1

I need to add a pdf of my terms and conditions to my estimate and invoice so everything I send one they are attached to them

 
1 REPLY 1
Fiat Lux - ASIA
Level 15

I need to add a pdf of my terms and conditions to my estimate and invoice so everything I send one they are attached to them

Consider having an additional app to integrate with your QBO. You may send an estimate with an engagement letter to describe your terms and conditions automatically. Once your client approved your estimate by online, it will generate your invoice automatically.

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