Create custom tokens

I would like to create my own custom token to add a link to my T’s and C’s in the estimate and invoice templates? Can this be done at all?

Of course!

If you go to: Account Settings (hover) > Invoice Customisation

Select the ‘Payment Terms’ at the bottom of the mini invoice

And then you can either type your terms here:

OR, you can add a link with a bit of HTML, something like:

<a href="link-to-file" target="_blank">View our payment terms</a>

If you’re not familiar with HTML, the href would be the exact link to your terms (such as a PDF file, or web page), and the target would just open it in a new window or tab

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