- Select 'Your Profile' at the top right of the screen
- Select 'Company Settings'
- Scroll down to 'Document Settings' and select 'Edit Templates'
- Select 'Edit' on the 'Main Template' line
- Select 'Global Settings' for 'Document type' to apply changes to all documents: Invoices, Quotes and Sales Receipts
- Bank account information, payment method and terms and conditions can be added within the 'Bottom' section
If you only want to add this information to one of your document templates, e.g. invoices (and not to quotes and sales receipts), instead:
- Select 'Invoices' for 'Document type'
- Select 'Bottom'
- Add your Ts & Cs or other relevant information to the field 'Global Invoice Notes'
- Select 'Save Template'