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How to put a disclosure on an invoice to print on each invoice and not have to type it on there each time?
How to put a disclosure on an invoice to print on each invoice and not have to type it on there each time?
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Welcome to the QuickBooks Community, @cha0531. Let me guide you on how to put a disclosure note on your invoices.
Providing a disclosure note to our customer as a guide is great. These can help the customer understand the limitations of what we can change for them.
Just follow these steps to create the note:
- Go to the Gear icon.
- Select Account and Settings.
- Go to Sales.
- Scroll down until you find Messages, and click the Pencil icon.
- Provide the disclosure note, and click Save.
Another way to create a note is:
- Go to the Gear icon.
- Select Custom form styles.
- Select Edit, under Content.
- Select the lower part of the PDF.
- Provide the note, and Select Done.
I wanted to share this article with you for your reference regarding your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Moreover, let me share these articles that can help you manage your invoices in the future:
- Record invoice payments in QuickBooks Online
- Send invoice reminders automatically or manually in QuickBooks Online
If you still have questions, feel free to reply on the thread or create a new post. Have a great one, and take care!