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Troubleshooting

My terms are missing from a PDF

Why an estimate or invoice prints without your terms, and how to add them.

Where
Settings → Documents → Terms and wording
Level
Basics

Estimates and invoices each print their own wording. Check you have the right kind for the document.

  • Estimate terms print on estimates only. Invoice terms print on invoices only.
  • Terms and conditions print at the end of both. On an invoice, Include terms and conditions must be ticked under Bank account and what prints.
  • Each needs the job’s business name, or All business names, and should be ticked Use this one by default.

A document already sent

A sent estimate or invoice keeps the wording it went out with. If your terms were added or changed after it was sent, it prints the old wording, or none.

  1. Open the job.
  2. Go to the estimate, or to the invoice.
  3. Click More, beside PDF, then Use the current wording.
  4. Click PDF to check it.

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