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info1336
Level 1

Hi, Is there a simple way to attach terms and conditions of sales to invoice PDF's? I.e A three page PDF merged to the invoice. Thanks,

 
5 Comments
JamesDuanT
Moderator

Hi, Is there a simple way to attach terms and conditions of sales to invoice PDF's? I.e A three page PDF merged to the invoice. Thanks,

Hello there, info1336.

 

Currently, the easiest way to include the Terms and Conditions to the invoices is to add them as Attachments.

  1. Save the Terms and Conditions as a PDF file on your computer.
  2. Open the invoice you want to review and scroll-down to the Attachments section.
  3. Click the Attachments hyperlink or field.
  4. Locate the PDF file of your Terms and Conditions.
  5. Click Open and it will be added to your invoice.

To know more about attachments, you can use this link: Attachments in QuickBooks Online.

 

Feel free to get back to us if you need anything else. Have a great day!

mikec3
Level 1

Hi, Is there a simple way to attach terms and conditions of sales to invoice PDF's? I.e A three page PDF merged to the invoice. Thanks,

is there a way to attach the t&c doc by default to every outgoing invoice? rather than attaching it manually each time?

Jen_D
Moderator

Hi, Is there a simple way to attach terms and conditions of sales to invoice PDF's? I.e A three page PDF merged to the invoice. Thanks,

Thanks for dropping by, @mikec3,

 

Joining the discussion to share some information on how to attach files to outgoing invoices.

 

At the moment, setting up document attachments to be automatic on invoices is currently unavailable. You will need to add the T&C docs manually using the steps provided by the previous agent.

 

I'm also adding the steps again for your reference:

 

  1. On the invoice, click the Attachments section.
  2. Select a file from your drive.
  3. Make sure to click the Attach to email option.

 

Once the client receive the invoice on their email, they will see the attachment above the invoice link. See this:

 

Refer to the steps here to learn more about this feature: Attachments in QuickBooks Online

 

Feel free to let me know if there's anything else you want to know about the program. I'll be happy to help. Have a nice day!

Amit Jadva
Level 1

Hi, Is there a simple way to attach terms and conditions of sales to invoice PDF's? I.e A three page PDF merged to the invoice. Thanks,

Hello,

 

This discussion helped to an extent. I need to add T&C's by default, rather than adding every time. 

 

Is this something that is currently being worked on? If so, by when?

Adrian_A
Moderator

Hi, Is there a simple way to attach terms and conditions of sales to invoice PDF's? I.e A three page PDF merged to the invoice. Thanks,

It's good to hear that the information above were able to help you, Amit Jadva.

 

As of now, I'm unable to tell as to when this feature will be available in QuickBooks Online. 

 

Also, you can visit our blog to stay updated on our new features.

 

I'll be around if there's anything that I can help. Keep safe!