How do I add a PDF to all my invoices?

You can add a PDF through your global invoice settings, such as a document explaining your payment terms.

1. Open Settings → Invoicing → Terms & Options.
2. Under PDF Attachment, select your PDF.
3. Enter a label that describes the document, such as “View payment terms.”
4. Select Update Settings.

The label appears as a clickable link at the bottom of the invoice. Customers select it to open your PDF.

Both a PDF and a label are required when adding an attachment. This is a global setting, not an attachment for just one invoice.