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How to Add Terms & Conditions to an Invoice

Know How to Add Terms & Conditions to Your Invoice in myBillBook

Written By Team Flobiz

Last updated Almost 2 years ago

Feature Overview

Adding Terms & Conditions (T&Cs) to your invoices helps clarify payment terms, returns policies, and other essential business details. With myBillBook, this feature is integrated into the invoice customization settings, enabling you to create professional, legally compliant invoices with ease.

Step-by-Step Guide to Add Terms & Conditions to Invoices

  1. Navigate to Settings

    • Open the myBillBook application on your device.

    • Go to the Settings section from the main menu.

  2. Access Invoice Settings

    • Select Invoice Settings from the list of options.

    • Within Invoice Settings, locate the Miscellaneous Details section.

  3. Enable and Edit Terms & Conditions

    • Under Miscellaneous Details, find the Terms & Conditions option.

    • Enter your custom Terms & Conditions in the provided text box.

    • Examples:

      • "Payment due within 30 days."

      • "Returns accepted within 15 days with original receipt."

    • Save your changes.

  4. Apply and View

    • The entered Terms & Conditions will now automatically appear on the bottom left corner of all generated invoices.

Watch How to Add Terms & Conditions to myBillBook Invoices

FAQs on Adding Terms & Conditions to Invoices

Yes, you can modify the Terms & Conditions anytime by following the steps above.

No, updated T&Cs will only apply to newly generated invoices

Yes, you can add multiple points by separating them into paragraphs or bullet points.

Yes, T&Cs are a universal setting and appear regardless of the selected invoice theme.