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

  • Published on Mar 10, 2026
  • 1 minute(s) read
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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.

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