Supplementary pages add extra pages to the end of your invoices and estimates. Use them for terms and conditions, product instructions, approval forms and return slips.

A supplementary page appears in the document preview as a continuous part of the estimate or invoice, after the total, not as a separate file.

Prefer to watch?

Prefer a video walkthrough? Watch our QuickFile Supplementary Pages: Create & Attach Custom Invoice Templates tutorial on the QuickFile Help Guides YouTube channel.

Before you start

• An estimate or invoice to attach the page to.

Create your template

Supplementary pages use HTML templates. You create each template once, in the Advanced CSS & HTML Customisation area, and attach it to an estimate or invoice when you need it. Templates are stored in the Advanced Customisation area.

1. Click Account Settings, then Design Customisation.

   Please note: Templates are stored under Advanced CSS & HTML Customisation, on the HTML Snippets tab.

2. Click Advanced CSS & HTML Customisation.

   

3. Click the HTML Snippets tab, then click Create new HTML snippet.

   

4. Enter a Document Name for the template, for example Terms and Conditions.

5. Enter your HTML in the editor on the right.

   

6. Click Save File. QuickFile shows Your file has been saved!

You don’t need to be an HTML expert. Simple tags such as headings and paragraphs are enough to start:

<h1>Terms and Conditions</h1>
<p>Enter your terms and conditions here.</p>
<p>Some more terms and conditions go here.</p>

Attach the page to an estimate or invoice

You attach a template to one estimate or invoice at a time, from its preview.

1. Open the estimate or invoice and go to its preview.

2. At the foot of the document, click the ADD SUPPLEMENTARY PAGES strip.

   

3. Under Select Template, choose the template you want to use.

4. Click Save.

   

5. Check the strip. It now reads VIEW SUPPLEMENTARY PAGES, with Edit and Detach links.

   

Use custom tokens

Add a token to a template to merge in details from the document. The tokens below were checked in a test estimate:

Show a warning when supplementary pages are attached

You can show a pre-acceptance notification, a pop-up that the client has to acknowledge before they accept an estimate or pay an invoice. Use it to ask a client to confirm they have read your terms and conditions. For more, see Pre-Acceptance Notifications for Invoices and Estimates.

1. Click Account Settings, then Design Customisation, then Pre-Acceptance Notifications.

2. Tick Show estimate notifications to show the notification when a client accepts an estimate.

   

3. Tick Show invoice notifications to show the notification before a client pays an invoice.

4. Enter the message in Notification presented on accepting estimates or Notification presented before paying invoices.

5. Optional: tick Show notifications only when a supplementary page is attached, so the notification only appears on documents with a page.

6. Click Save.

What will my client see?

In the preview, your supplementary page follows the document total, so the client sees it as part of the same document.

To check exactly what your client sees, open the client’s record and click Impersonate Client to see their client area.

Recurring invoices

Pages attached to a recurring invoice template should be carried over to each invoice created from that template.

Remove a page from a document

1. Open the estimate or invoice preview and find the VIEW SUPPLEMENTARY PAGES strip.

2. Click Detach.

   

QuickFile shows Supplementary page has been successfully removed! The template stays in HTML Snippets, so you can attach it again.

Convert an existing document to HTML

QuickFile doesn’t have a built-in converter for Word documents or PDFs. If you already have terms or forms in a Word document, you can use a third-party converter, such as the Microsoft Word to HTML Converter, to turn it into HTML. Then paste the HTML into a new HTML snippet.

Troubleshooting

The page doesn’t appear on my estimate or invoice.

Check the strip at the foot of the document. If it still reads ADD SUPPLEMENTARY PAGES, the page isn’t attached. Click the strip, choose the template and click Save.

I want the page before the document.

Supplementary pages always go after the document. QuickFile doesn’t offer a position before it.

I want the page on every invoice automatically.

Attach the page to each estimate or invoice in its preview. QuickFile doesn’t attach a page automatically to every invoice.

Related videos

A short video on the pre-acceptance notifications:

• QuickFile Pre-Acceptance Notifications for Invoices & Estimates (2:22): Pre-acceptance notification settings for estimates and invoices.

Related topics

Read these next for the notification settings, the template area and the common questions:

• Pre-Acceptance Notifications for Invoices and Estimates: Set up the notification a client sees before they accept an estimate or pay an invoice.
• Advanced Customisation Tools: Find the preset templates and HTML snippets used for supplementary pages and other custom designs.
• Supplementary pages - can i do this? (community discussion): The original question about placing pages in the document, and what you can and can’t do.