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Glad to have you here today, RJL. I can guide you in adding terms and conditions to your invoices.
Great news! The system allows you to enter these details through the footer section of your form. You can start by customizing your template through the Custom Form Styles window. Here's how:
- Go to the Gear icon, then click on Custom Form Styles.
- Look for the template you're using, then click on Edit under Action.
- Select Content, then tap on the footer section of the PDF file.
- Enter the details under the Add footer text box.
- Hit Done to save the changes.
After that, the terms will be reflected in your invoices automatically. I'm adding this screenshot as your visual reference.
On the other hand, you can check out this article for more tips while adding specific info to your sales forms: Customise invoices, quotes, and sales receipts in QuickBooks Online.
Additionally, run through the resources from these articles for more tips while working with your invoices in our system: Create invoices in QuickBooks Online.
If you need help receiving their payments, utilize this material as your guide: Record invoice payments in QuickBooks Online.
Please notify me in the comment section below if you have follow-up questions while putting up terms for your transactions. I'm just a few clicks away to help you again. Have a good one!