How To Add Terms / Notes To Invoices

Created by Belinda Henry, Modified on Mon, Jul 10, 2023 at 5:40 PM by Belinda Henry

How To Add Terms / Notes To Invoices

Are you looking to add the same Terms / Notes globally across all of your invoices? If so, you are in the right place!
Check out the following guide to add Terms / Notes to all of your invoices in one shot.

Go To The Payments

Navigate to the "Payments" tab.

Go To Settings

Click the "Settings" icon here.

Enter Your Terms & Conditions

Click the "Terms/Notes" field, and enter your terms and conditions. PRO-TIP: It pays to be polite. Invoices that include “please” and “thanks” get paid up to 2 days faster.

Save The Notes

Click "Save".

Add Notes to Your Invoices

Your Terms / Notes will appear on the bottom of your invoices automatically, which you can manually adjust before you send them out.