Invoice customisation

The invoice customisation section allows you to add optional terms and conditions, note and footer to the invoice. These fields are often used for general information, disclaimers, or personalised messages.

In this article we'll cover how to:

• add optional terms and conditions.
• customise the note.
• customise the footer.

For a general overview, read create an invoice.

Add terms and conditions

Terms and conditions can be added to an invoice PDF. Select an option from the dropdown menu. Add terms and conditions in the organisation settings.

Customise note and footer

The Note and Footer can be automatically populated using your organisation invoice settings. These fields will appear pre-filled when creating an invoice but can be overwritten or added to as needed. 

Note snippets can also be used in these sections to quickly insert commonly used content such as payment terms, follow up instructions, or disclaimers.