You can now create multiple Disclaimers which can be used when creating a Quote, Invoice or Purchase Order

Navigate to Settings > Accounting

  • Scroll down to Invoices and where it says Disclaimers, you can add as many Disclaimers as you want.

  • Similarly to add a Disclaimer to a Quote, scroll down a little further and add the Disclaimer(s) in the respective Quote Disclaimer option.

  • Similarly to add a Disclaimer to a Purchase Order, scroll down a little further and add the Disclaimer(s) in the respective Purchase Order Disclaimer option.

  • Select Add New Disclaimer, Type in Name of the Disclaimer so you can easily identify which Disclaimer to use when creating an Invoice/Quote. 

  • Description is where you describe the Disclaimer which will appear on  the actual invoice 

  • Select Update to Save. 

  • You can Edit or Delete any existing Disclaimers 

  • When creating an Invoice/Quote you will see the option within the Invoice/Quote template "Disclaimer". From the dropdown you select the name of the Disclaimer you wish to add.


Selecting a Disclaimer on an Invoice, Quote or Purchaser Order


The Disclaimer will appear on the Invoice, Quote or Purchase Order PDF at the bottom of the Modern or Classic template.

Did this answer your question?