Rebill lets you save a set of terms and conditions in Settings. Once saved, you can choose to print them on the PDF of any quote or invoice, and optionally attach the PDF to quote emails so clients always receive a copy.
Adding your terms
- 1
Go to Settings, then Terms and Conditions
Click Settings in the left sidebar. In the settings navigation, click Terms & Conditions under the Documents group.
- 2
Type or paste your terms
Enter your terms and conditions in the text editor. You can type directly or paste from a document. Plain text is supported; the text will be rendered as-is on your PDFs. - 3
Choose your document options
Two toggles control where your terms appear:- Show on PDF: when enabled, your terms are printed on the last page of every invoice and quote PDF.
- Attach PDF to quote emails: when enabled, Rebill attaches the PDF to the email when you send a quote. Clients receive the PDF with your terms included directly in their inbox.
- 4
Save your changes
Click "Save Settings" at the bottom.
Overriding terms on individual quotes
You can set different terms on a specific quote without changing your global settings. Open the quote, expand the Terms and Conditions section, and edit the text there. The quote-level terms override the global setting for that document only. See Adding terms and conditions to quotes for details.Note
Recurring invoices do not yet attach PDFs to emails. The Attach PDF to quote emails toggle applies to manually sent quotes only. PDF email attachments for recurring invoices are coming soon.