Accounting Ideas

Terms and conditions as default attachments - Conditions générales en pièce jointe

EN - I would like to be able to add Terms and conditions as an attachement to all my invoices, as a default.

FR - j'aimerais pouvoir ajouter mes Conditions générales comme pièce jointe automatiquement avec toutes mes factures.

Guest
Apr 8 2022
One For The Future

Automation

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Merged ideas (3)

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3 Vote

Be able to select pre-installed attachments (documents) to Quotes/Invoices Merged

When sending a quote we also attach extensive Terms and Conditions, more than is suitable for the T&C's box in the template. Currently, we are able to drag&drop the document into the quote, but we have to do this for every quote. It would ...

Created 28 Jun 11:07am

Automation

0 One For The Future
3 Vote

Attach terms and conditions document to general settings Merged

It would be good to be able to attach terms and conditions document to general settings, and have the possibility to activate it for both sales invoices and quotes. It would save time instead of having to attach the document to each invoice/quote ...

Created 2 Nov 08:30am

Sales

0 One For The Future
3 Vote

Can terms and conditions be attached automatically to quotes Merged

It would be very useful if a company's terms and conditions can be attached to quote automatically to save having to upload them on individually

Created 27 Jan 03:04pm

Automation

1 One For The Future