Organisation Settings - Option to add Legal Terms of Trade
Xero urgently needs native Terms of Trade support.
Right now, the only option is attaching multi-page T&Cs to invoices — this is clunky, unprofessional, and not how modern businesses operate. REF:Advanced Invoice Template (DOCX)
We need:
A short-form legal clause on invoices and quotes
A clickable link to full Terms of Trade
A single, centralised setup in organisation settings
Invoices should be clean and readable, not overloaded with pages of legal text just to remain enforceable.
This is a basic business requirement, not a workaround:
Improves professionalism
Reduces friction with customers
Supports legal enforceability
Aligns quotes, invoices, and onboarding
Xero already stores company legal details — this is a natural extension.
Christopher Simpson
shared this idea
Hi, 💥Thanks for sharing this idea and for explaining the need so clearly. We’ve moved this idea to Gaining Support while we continue to learn more about how customers would like this to work in Xero.
We understand the request is for a simpler, more professional way to include legal Terms of Trade on invoices and quotes, such as a short legal clause, a link to full terms, and a central place to manage this in organisation settings, without needing to attach extra pages to each document.
If this would be valuable for your business, please keep voting and add a comment with more detail about your use case.
