Automatically Adding Terms & Conditions and Payment Information to Documents

1. Go to 'Settings' > 'Document Themes'.
2. Select your theme or create a new one.
3. From here head to the 'Invoice' tab and Input the terms and payment information you want to appear on your invoices to the 'Terms' field.
4. Click 'Preview' to see how the these will appear on your Invoices.
5. Repeat for the other tabs/document types, e.g. 'Quotes', etc. 
6. Once you're happy, select 'Save'.

Mobile Instructions

1. Head to the 'More' page from your Navbar.
2. From here select 'Settings' > 'Document Themes'.
3. Now select the theme you want to edit or create a new one.
4. From this page, you can select the different document types, enter the details into the terms fields and then 'Save'.

Note: Any new document you use with this theme will automatically have the terms you added. You can make further updates to the terms from within each document if desired.