Video tutorial HERE.
Here's how to add Terms and Conditions, Payment Instructions, or other legal templates to an invoice:
Go to Invoice Templates and select the desired template, go to the Details tab, and Create Preset to add a legal template. You can also choose if the legal template automatically shows up on the invoice
Then create a new invoice > scroll to the button > the legal templates will show up under the Add Details section--they either automatically show up or you can click on the Add Details button to select the preset template from the dropdown
