Forum Discussion

salmanq's avatar
salmanq
Member
3 years ago

Adding a Terms and Conditions Doc to an Invoice

Hi. I have Business Lite and would like to know how I can attach a Terms and Conditions doc to the invoices I create.
Dee-12's avatar
Dee-12
Member
7 months ago

Hi Princess,

While I usually use the desktop version I have been looking on the browser version for this option and haven't been able to find it. 

If I can work out how to do it on the browser version and set it up will it then automatically be available on the desktop version?

I have been looking in the Business Settings - Business Details.  Is this correct?

Thanks, Nadine

 

Princess_R's avatar
Princess_R
MYOB Moderator
7 months ago

Hi Dee-12​,

 

You're in the wrong section, but no worries, I’ve got your back! The option you’re after isn’t hiding under "Business Settings > Business Details." Instead, you’ll find it over in the Sales Settings area. Here’s how you can set it up step by step:

  • Click on Settings
  • Navigate to Sales Settings
  • In the Sales Settings section, find and click on Templates
  • Go to the Content section, then scroll all the way to the bottom to find the T&C field toggle

For an even clearer view, I've added an image below. However, it might not sync automatically with the desktop version.

                                   

 

Cheers,

Princess

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.