Add footers, notes, and terms and conditions
Description

Add extra information to your sales documents using footers, notes, and terms and conditions.

For example, you can include bank details for payments, explain your cancellation policy, outline late payment charges, or provide other important information for your customers.

Cause
Resolution
  1. Go to Settings and then Business Settings.
  2. Select Document preferences.
  3. Go to the Footer, Terms & conditions, and Notes sections.
  4. Enter your information.

    NOTE:

    Select a document type to add different notes and terms and conditions to each.

  5. Select Preview to see how it displays.
  6. Select Save.

NOTE:

These changes only apply to new documents. Update existing documents yourself.

Steps to duplicate
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