Using Items to add long disclaimers _ If the additional information needs to be included when a specific product is sold, that information can be included in the description OR you can create a new item with a zero sales cost for the purpose of adding the information to a Purchase Order, an Estimate, or an Invoice. The advantage of creating a separate item is that you can place the disclaimer item where you would like it on the form; right after the item it relates to, or at the bottom of an Estimate form. Later, you can delete it for billing purposes _ as long as both you and your customer have a copy of the Estimate that contains the detailed information.
Using the QuickBooks Letters function _ If the disclaimer is exceedingly long, after you create the form create an accompanying Letter in QuickBooks. Access the Letters function from the Customer Center by clicking on the Word option. Use this method with option with option 1 or 2 above to indicate that additional information is included on a separate page.