---
title: "How to add terms and conditions to customer estimates and invoices?"
slug: "how-to-add-terms-and-conditions-to-customer-estimates-and-invoices"
updated: 2026-03-10T14:28:12Z
published: 2026-03-10T14:28:12Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to add terms and conditions to customer estimates and invoices?

## **Problem**

You need to know how to upload terms and conditions so they appear on both estimates and invoices.

## **Solution**

After you upload the terms and conditions, they will be included whenever an invoice or estimate is printed or emailed to a customer. There's no specific length limit for the terms and conditions document, so you can make it as detailed as necessary.

### **Edit terms and conditions**

1. Go to **Settings**.
2. Go to **Operations**and select **Business Units**.
3. Find the business unit you want to edit. You might have more than one if your company operates in different areas or offers different services.
4. Click on **Edit**
5. Scroll down to the *Authorization Agreement* section.
6. Upload your terms and conditions document. PDF is usually a good choice.
7. Click **Save**to save the changes.
