Automatically Adding Terms & Conditions and Payment Information to Documents

Who can use this?

Platform: Web | Mobile            Plan: Lite | Pro | Plus            Staff Permission: Settings


Learn more about saving terms and conditions and payment information to your document themes for quotes, invoices, purchase orders and job service reports so they are automatically added to new documents.


To do this:
  1. Go to Settings.
  2. Go to Document Themes.
  3. Select your theme or create a new one.
  4. When inside the theme, head to the Invoice tab.
  5. Input the terms and payment information you want to appear on invoices to the Terms field.
  6. Click Preview to see how the these will appear on your Invoices.
  7. Repeat for the other tabs. 
  8. Once you're happy, select Save.

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. 


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