Add a message to your orders, invoices, and statements

You can add and edit the text message and/or terms and conditions that appears at the bottom of the following

documents:

• Invoices
• Sales orders
• Shipment confirmation
• Order confirmation
• Point of sale
• Price quotes
• Statements
• Purchase orders
• Request for quotes

Use these messages to provide a friendly thank you or information on when a quote expires or payment is due. These messages should be company wide policies as they print on every document, not just those specific to a customer.

1. Go to File > Company > Document Message, Terms and Conditions.

   

2. Drop down the Document list and choose the document type to which you want to add text.
3. Click Edit.
4. In the Message box, type or edit the text that appears. You can include up to 4 lines.
5. In the Terms & Conditions box, type or edit your terms. The line limit appears below the edit box. If the document type allows more than 4 lines, then the overflow prints on a separate page.
6. Click Save.