Hi, I just thought I’d chip in with some details on how you might do this.
If the details you want to attach are the same every time, you could set up a Custom DOCX branding theme, and include your terms and conditions document as a second page on the invoice/quote template file.
Your terms document is then included when you email your transaction.
If you have multiple invoice types, you could create a separate branding theme for each one, and choose the relevant theme when you enter the transaction.
Hi, I just thought I’d chip in with some details on how you might do this.
If the details you want to attach are the same every time, you could set up a Custom DOCX branding theme, and include your terms and conditions document as a second page on the invoice/quote template file.
Your terms document is then included when you email your transaction.
If you have multiple invoice types, you could create a separate branding theme for each one, and choose the relevant theme when you enter the transaction.