Default terms and sample wording

1. 1Step 1: Open Quote & invoice settings.
2. 2Step 2: Under Default terms & conditions, write the terms for your quotes and for your invoices.
3. 3Step 3: Press Save settings. New quotes and invoices start with them.

Terms print small at the end of each document. You can change them on one quote or invoice; Save as my default keeps the change for next time.

Documents you already sent keep what they were sent with.

Press Add common wording for sample lines: materials, payment due, late fee, warranty, changes, returned checks and hidden conditions.

Each __ is a blank only you can fill in, like the number of days or the late fee. You can’t save while a blank is left.

Sample wording is a starting point, not legal advice. You choose your terms, and you are responsible for them.

Edit each line to fit your work and your state. If you aren’t sure, ask someone who knows your state’s rules.

A Default note to the customer, a Footer line, and How to pay (optional), for example your Zelle name or who checks are payable to.