If customers were reminded of their trading terms, it would perhaps reduce the number of overdue accounts.
Can Trading Terms be an available field to add to customer statements?
Thank You...
Forms: Statements - Terms field
Debbo
3 years agoExperienced User
Hi
I have a client that needs the T&Cs put on their invoices. Atm i am having to add a 2nd PDF page manually.
Any possibility that you could make invoices have 2 editable pages pleae?
cheers
Deb Wilson
- 3 years ago
Hi Deb, I have 2 invoice types set up for exactly this. Set it up under Set up - Customise forms - Invoices - add your T&C info and save form under a new name. You can even copy and paste into new text box at far bottom so it goes onto a second page that then prints on back of first page. To then select this form for your customer - you then edit under customer card - Selling Details and select that form under Printed Form and it will always default that form for that customer in future. Super easy!
AnnaDJB
Related Content
- 8 months ago
- 2 years ago
- 2 years ago