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Add terms, warranty and a thank-you line.

Last updated 2026-09-09

Help center · Documents, price book and tax

In Settings → Documents, scroll to Document text and fill in Terms & warranty and Footer thank-you line. The terms print after the totals on every invoice, estimate and receipt, and the thank-you line prints at the bottom of every page.

Steps

  1. Open Settings → Documents and scroll to Document text.
  2. In Terms & warranty, type your payment terms, your warranty and anything else the customer should read before paying. Leave a blank line between paragraphs so they print as separate paragraphs.
  3. In Footer thank-you line, type a short line such as a thank-you or your tagline. It prints at the very bottom of each page.
  4. Click Save changes.
  5. Under Live preview, click Invoice or Estimate to open a sample document in a new tab and check the wording.

Good to know

  • The terms print under the heading Terms & warranty on the document, so you do not need to repeat that title in your text.
  • The Tax label field in the same section is the name of the tax line in your totals. Change it if your state calls the tax something else.
  • To show the terms on invoices but not on estimates, or to move them lower on the page, use Document templates further down the page. The terms are the Text block and the thank-you line is part of the Footer block.

Still stuck? Open Help & Support in JobField to chat with us, or write to support@jobfield.app. We usually reply within 30 minutes.

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