In this article, we will explain you more about how you can add Footer/Disclaimer. So that it appears on Invoice/Estimate/Purchase Order PDF.
For setting default footer text for Estimate, Purchase Order and Credit Note you will need to use Professional Invoicing website or mac app.
Please refer the Web and Mac section below to get the idea on how to set footer text.[/ht_message]
iOS
- Tap on to open side menu.
- Under Settings tap on PDF Options
- Tap on Footer / Disclaimer
- Enter text that you want inside text field.
- Tap on Show on PDF toggle if you want that entered text to appear on PDF.
- Tap on Save.
- Now open an Invoice and preview its PDF. You will see the footer text at the end of PDF.
Web and Mac
- From side menu bar click on Settings -> Customization -> PDF Customization.
- Click on Footer.
- If Footer Text is in Hide state then click on Hide named toggle.
- The page will get scrolled down and the location where you need to enter the footer text will highlight in yellow color.
- Click on that location to edit the footer.
- If it is in Show state then click on Edit button next to Show toggle of Footer Text.
- After entering the footer text click right/check button.
- After making all the footer changes click on red coloured Save button available at the top next to back arrow button.
- Now preview the PDF of the document you will see the footer text at the end.