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Adding snippets to invoices

How to include your terms and conditions text and images to an invoice

Updated this week

Snippets are frequently used pieces of text or images that you insert in your proposal or invoice.

1. Examples of invoice snippets

  • Thank you message:

  • Payment instructions:

2. To use snippets, start at the bottom of your invoice

Tap "Add text or image"

3. Select “Saved Snippet”

4. You can also add images or free form text the same way

5. Remember to preview your invoice when done

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