Quotes & Invoices Terms & Conditions page

 Please note: In this example we are creating a Quote T&C's page template but the same steps apply for creating an Invoice T&C's page template.

Step 1: Go to the Template settings

1. Head to Admin
2. Click on Templates
3. Go to the Quotes section 
4. Click on Add under the Quotes terms and conditions page

Step 2: Fill in the template and Save

1. Add a Template Name
2. Enter your terms and conditions into the body of the template.
3. Hit Save.
   

Step 3: Make your newly added T&C's page your system default so it's added to all future 'Quotes'

You'll be prompted to select 'Yes' or 'No' to make this newly added T&C page your default, select 'Yes'

Now your new T&C page is set as your default T&C page

Add a T&C's page to an existing Quote.

1. Go to Accounts, Quotes and select the Quote you wish to add a T&Cs page to.

Step 2: Select More and Add T&C Page

Step 3: Select your Template and Save

1. Click on the (+) symbol to select a template
2. Select the Template
3. Click Save