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

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.

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?

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: 

• Record invoice payments in QuickBooks Online
• Record a customer refund in QuickBooks Online
• Record an invoice overpayment as a tip

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!

@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.

Thank you for your reply. But it is still a work around and leaves it possible to forget to add the attachment each time. Terms and conditions of sale are such an important legal document and in this day and age omitting them can leave a seller in an impossible situation claiming back from delinquent buyers.

I find it hard to believe that QB has omitted the ability to attach T&C's to estimates and invoices. They are a crucial part of trading.

Please QB, no excuses, do an urgent update to include this

leaves it possible to forget to add the attachment each time

T&C will send automatically with Estimate.

I understand how important it is to manage invoices and estimates effectively in QuickBooks Online (QBO), and we apologize for any inconvenience this has caused.

We know how crucial it is for your business to be able to add T&Cs to invoices you create in QBO. And we're making sure our customers will experience a reliable financial management experience. However, this feature is currently not available. We appreciate your patience as we work towards a release date.

In the meantime, I recommend sending feedback so our Engineering Team can consider adding this feature in the next update. Here's how:

1. Sign in to your QBO account.
2. Go to the Gear icon ⚙ in the upper-right corner of your screen.
3. Select Feedback.
4. Enter your product comments and suggestions.
5. Click Next to submit.

Furthermore, you can check out this link so you'll keep updated about the status of your request from our development team: Customer Feedback for QuickBooks Online.

If you have further questions about managing your invoices and estimates or any QuickBooks-related concerns, please leave a comment below. We are more than happy to assist. Take care.

Hello - Thank you for your input.

I think for all the other professional users of QB that find automatically attaching T&C's to estimates and invoices being imperative to their business, the best outcome from this community discussion would be QB committing to a date when a release will include this option.

Kind regards

Antony

Can't agree more. 

I'm currently in the process of researching other accounting software simply due to quickbooks not allowing to add T?C's at the bottom of each invoice like XERO does. Quickbooks has a bit at the bottom of the invoice, but its also repeated on the bottom footer of each page which doesn't look professional. 

Things need to start changing or people will be changing

2000 words, it’s only allowing me to add 400 words?. This is in the add payment details and footer section

Let me add insight into adding more than 400 words for payment details and footer sections in custom form styles in QuickBooks Online. Please know that we value customer feedback and use it to improve our services. I would be happy to pass your insights on to our software engineers so they can review your suggestion and consider it for future product updates. 

Here's how to submit feedback in QuickBooks Online:

1. Select Settings ⚙, then Feedback.
2. Enter your comments or product suggestions.
3. Then select Next to submit feedback.

Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.

Additionally, here are some articles that can help you receive and record invoice payments. You will also learn how to convert a customer overpayment or credit into a tip in QuickBooks Online:

• Record invoice payments in QuickBooks Online
• Record an invoice overpayment as a tip

Keep me posted if you have any additional questions regarding customizing your sales transactions or any QuickBooks-related concerns, @Paul. I'll be right here to help. Keep Safe!