The text within the footer of sales quotes, sales orders, credit notes and purchase orders can be customised to suit your business. Admin users can learn how to edit this text by following the simple steps below.

Sales Paperwork Footer (SQ/SO/CN)

  1. Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.

  2. Select Templates using the navigation bar on the left.

  3. Click on Paperwork Footers.

  4. Enter your required text (i.e Please see our website for full terms and conditions).

  5. Click ✅ at the top of the modal to save.


Purchasing Paperwork Footer (PO)

  1. Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.

  2. Select Templates using the navigation bar on the left.

  3. Click on Paperwork Footers.

  4. Enter your required text (i.e Please see our website for full terms and conditions).

  5. Click ✅ at the top of the modal to save.

Did this answer your question?