Include important policies and legal information directly on your invoice.
Fynlo’s Invoice Designer makes it easy to add your terms and conditions. Whether it’s payment timelines, refund policies, or service clauses, this feature helps ensure your clients are informed and aligned with your business policies before making payments.
How to Add Terms & Conditions to Your Invoice
Step 1: Navigate to Income -> Invoices from the left panel.
Step 2: In the Invoices table, locate the invoice you’d like to customize and select the corresponding record.
Step 3: On the right side of the table, click the three-dot menu (⋯) option and choose Design from the dropdown menu.
Step 4: On the left-hand sidebar, scroll down to find the Preferences section.
Step 5: Find the field labeled Terms & Conditions and toggle the switch:
ON (blue): The section will appear on the invoice.
OFF (gray): The section will be hidden.
💡Tip: Turning this on helps avoid misunderstandings by clarifying your policies up front.
Step 6: Type or paste your terms and conditions (e.g., payment deadlines, penalties for late payment, return policies, etc.).
✅ Best Practice: Keep your terms concise, easy to read, and relevant to the invoice type.
Your terms will appear at the bottom of the invoice preview.
Step 7: Click Save Changes the top-right corner to apply your updates.
By displaying your terms and conditions clearly on every invoice, you reinforce professionalism and help prevent disputes down the road. It’s a simple addition that can make a big impact on how your business is perceived—and how efficiently you get paid.