How Can I Add My General Terms and Conditions?
Last updated
Last updated
BestInvoicing provides three ways in which to add general terms and conditions:
As first or last page in the PDF-file of a document (e.g. an invoice)
As a separate attachment to an email when sending a document (e.g. a proposal)
As additional text at the bottom of a document (e.g. in a footer), only applicable to very short terms and conditions
To add the general terms and conditions as the first or last page in a certain document (e.g. as the last page of an invoice) follow the next steps:
From the top right menu (email address), go to 'Company Settings'
Select the 'Attachments' tab
Click the green button 'Upload attachment' next to 'General Terms and Conditions'
Select the file you wish to upload
If you select a PDF file, it can be merged with a document to be sent (e.g. invoice or quote). The PDF page(s) at the front or back form one document with the invoice or quotation. If you select a Word file, merging will not be possible and the attachment will be sent as a separate file.
Once the attachment has been uploaded, you can determine in the overview via the yellow 'Settings' button whether or not the file should be merged with another document, and if so, in which way (e.g. at the end of an invoice, as the first page of a proposal, ...).
The terms and conditions will now be inserted before or after each document, as determined above.
To add the terms and conditions as a separate attachment to an email, follow these steps:
From the top right menu (email address), go to 'Company Settings'
Select the 'Attachments' tab
Click the green button 'Upload attachment' next to 'General Terms and Conditions'
Select the file you wish to upload
Once the attachment has been uploaded, you can indicate in the overview via the yellow 'Settings' button whether you want to send the document as a default attachment to an email, for example.
The terms and conditions will be attached to each email as a separate attachment.
It is also possible to add general terms and conditions at the bottom of a document. However, this is only suitable for short conditions as otherwise the conditions would always be split over multiple pages. You can add these terms and conditions in the bottom text. Read here how to change the default bottom text for your documents.
