Help Centre

Access our How To Guides to Get Set Up and Sorted with Your T&Cs

ADDING TERMS TO WEBSITES, QUOTES, BOOKING FORMS

HOW TO ADD YOUR TERMS TO XERO QUOTES & ESTIMATES

To protect your payment rights, your customers must accept your terms of trade at the time of quoting or estimating. Xero offers three ways to include your terms of trade.

  1. Load Your T&Cs to Your Website and Insert the URL (web address) into your Quote Footer (recommended)

  2. Create a Custom Quote Template Using Xero’s Word Template with T&Cs on Back Pages and Upload to Xero Settings

  3. Attach a PDF file of your T&Cs to Each Quote (NB: Must be done manually each time)

Select the Help Article below that applies to you to follow our Handy How-To-Guides.

Disclaimer: Subject to any changes in Xero Settings. Our guidelines are indicative only.

XERO - HOW TO ADD TERMS OF TRADE TO YOUR WEBSITE AND INSERT URL IN FOOTER TEXT OF QUOTES

XERO - HOW TO UPLOAD A CUSTOM DOCX QUOTE TEMPLATE WITH TERMS OF TRADE ON BACK PAGES

XERO - HOW TO ATTACH A PDF OF TERMS OF TRADE TO A QUOTE