I would like to add additional terms and conditions on my quotes and invoices and there is not enough space in the footnote and message box.
Hi there, accounts.
Currently, you can add up to 400 characters and 1000 characters in the Footer and Message sections, respectively.
However, you have the option to create your own template by importing an MS Word file. This way, you can include your additional terms and conditions in your quotes and invoices. You can check out this article for the steps and details Import custom invoice into QuickBooks Online.
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Please feel free leave a comment below if you have more questions.
Let me discuss a few details of why the link doesn't work, @Wilcomm.
The feature to import custom invoices in QuickBooks Online is no longer supported. As a result, you won't be able to access the link shared in the previous post. Nevertheless, there are still ways to customise your invoices within QuickBooks Online, such as using the available custom form styles or designing your own form style. I'll walk you through how:
Important: Keep in mind that any customisations you make on your invoices or quotes will apply to all existing and future invoices and quotes. And any edits to your company info will update your company info everywhere in QuickBooks.
Using the new layout:
Using the old layout:
After that, kindly follow Steps 2 to 7 from this article for you to completely personalise your invoices: Customise invoices, quotes, and sales receipts in QuickBooks Online.
Moreover, you can look for a third-party importer tool that you can integrate with QBO so you can get the functionality you desire.
Finally, I'm adding this extra guide on how you can record your customers' payments in QBO.
You can always get back to us if you need more help handling invoices or QuickBooks. I'll be around to assist. Stay safe and healthy!