The current quickfile system is excellent, but something that could really enhance the experience is the option to have additional pages on the estimates and invoices; so that for example standard additional information can be included and/or terms and conditions.
I appreciate there is the ability to add a file, but when we need to issue T&C’s for every estimate having them there on the invoice automatically would be a huge time and space saver.
I wondered if there are any plans to implement such a facility?
I’m not aware of any plans for this feature. I will however leave your topic here, and as with any other feature request - we’ll have a look into it further should there be enough interest.
It is now possible to append Terms and Conditions (amongst other things) as Supplementary Pages to your invoices and estimates. You can find more on this below:
I have used the supplementary page feature to add T&Cs to invoices. It is a useful feature. However, my terms run to just over one page when formatted in HTML. Is there any way to reduce the font size a little in order to squeeze it all on to one page? I have tried losing line spaces but that doesn’t do quite enough. I have also tried using a CSS style section but it doesn’t make any difference.
Now solved: for anyone else encountering this issue I resolved it by wrapping the contents (formatted T&Cs) in a <div> tag with a specific font-size style attribute.
