Attached Terms of Trade to MYOB Invoices
Hi All...can anyone tell me if there is a way to attached company terms of trade to all customer invoices that are sent out through the MYOB system?
Many thanks
Patricia
Forum Discussion
Hi jill-cpe,
You can indeed attach your company's Terms of Trade to all customer invoices. You can go to Setup and select Customise Forms. Choose the invoice type you're using and select Customise. Use the insert menu to add a text box or link that references your Terms of Trade.
Once you've made the necessary changes, save the template. Make sure to set this template as the default for all future invoices under Sales>Print/Email Invoices.
If you want to automatically attach the Terms of Trade document to your emails, you can do this manually each time or use an email client that supports attachments with templates.
Regards,
Sai
