Certain quote and invoice templates in ServiceM8 have built-in settings that allow you to add a brief Terms and Conditions statement in the footer. (For example, you could add a statement saying “Invoices must be paid within 7 days of services rendered.”) To learn more about selecting a new template and updating built-in template settings, see this article. However, if your needs are more complex, you may want to add an additional page to your template detailing your terms and conditions. To add a separate page for your terms and conditions:Documentation Index
Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
Use this file to discover all available pages before exploring further.
- Download the invoice or quote that you want to modify. (To learn more about downloading a template, see this article.)
- Open the template in Microsoft Word.
- In the body of the template, position your cursor where you want the new page to start. (This must be outside of the header and footer areas.)
- Click Layout > Breaks > Next Page (under Section Breaks).
- Double-click in the header to open the Header and Footer Tools.
- Click Link to Previous. This will turn off the link between the sections, which allows you to delete the header and footer content from the new page without impacting the rest of the document.
- Select and delete all content in the header.
- Click Go to Footer and repeat the previous two steps.
- Double-click in the body of the template to close the Header and Footer Tools.
