I have a standard Terms

Welcome to the Community. mikec3.

Let me provide some details regarding the payment terms feature in QuickBooks Online. 

There are two ways on how to edit or adjust your invoice payment terms in QuickBooks. You can modify it from the statement itself. However, this only applies to this specific invoice.

If you need to set default payment terms for your invoices, you can do this by going to the Accounts and Settings page. See the steps below:
 

1. Click the Gear icon at the upper right corner and choose Account and Settings.
2. Select the Sales tab in the left panel and select Sales format content.
3. Click the drop-down arrow and select Add new.
   
4. Hit Save.

To get more details about this feature, check out this article: How to Adjust Invoice Payment Terms in QuickBooks Online. It contains in-depth information on how you record a discount if you receive a payment before the due date or on your agreed upon time.

Keep me posted if you more questions about terms in QuickBooks Online. I'm always up for further assistance. Wishing you and your business continued success.

Hi, thanks for the reply. I was not referring to payment terms. I have a pdf document that outlines our company’s terms and conditions of a sale. I’m looking to attach that to every invoice automatically. Thoughts?

Thank you for reaching back out to the QuickBooks Community and providing some clarity, mikec3. There is one workaround that I believe can assist in having the terms and conditions on the invoice. Although it may not automatically duplicate each invoice, it will be added easily without attaching the PDF from your computer files. Here's how:

1. Select +New and click Invoice.
2. Add the necessary information and under the attachment section, select Show existing.
3. This will highlight previous PDF documents that were used before.
4. Use the drop-down to change Unlinked to All.
5. Locate the PDF file (should be the first one) and select Add.

However, this would be an excellent idea to add to future updates for QuickBooks Online. I am taking note of this and submitting feedback to our Product Developers about including a feature. To stay up to date with the latest news and updates, I encourage you to follow our QuickBooks blog.

Please let me know if you have additional questions or concerns about this matter. My team and I will be here, ready to assist in whatever way we can. Happy Holidays!