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Additional pages to estimates and invoices

#1

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?

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Add terms and conditions page to invoice
#2

Hi @draelectricals

Thank you for your feedback!

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.

Perhaps the following topic would be useful?
http://community.quickfile.co.uk/t/estimate-attachments/9543/1

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#3

In the template add a link to your hosted terms and conditions. No large files need to be emailed at all then.

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#4

@draelectricals - if you want help to add your T&Cs to your notes as per @Lurch’s suggestion, let me know and I’ll sort that out for you :slight_smile:

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#5

I’ve got the URL in there at the moment, but is there a way of placing it as a link so the client can just click on it?

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#6

@draelectricals - I’ll send you a PM shortly, look for a little green ‘1’ in the top right hand corner by your avatar

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#7

Example 1;

to give you Please click here to see our terms & conditions of sale.

or

Example 2

to give you Please click here to see our terms & conditions of sale.

Edit the content as required.

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Terms and Conditions added to Purchase Orders
#8

Note that the href value must include the http:// prefix, e.g.

Please <a href="http://www.domain.com/terms">click here</a> to see our terms & conditions of sale.

Just href="www...." on its own will not work reliably (if at all).

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#9

Yep, edited that in. Knew I should have checked it after I typed it all! :wink:

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#10

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:

Creating Supplementary Pages for your invoices and estimates

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