Forum Discussion

Oceanwave's avatar
4 months ago

Terms and conditions to email

Hello,

 

my company offers cleaning services. Is there any way how can I send my terms and conditions through myob to client and can my client sign it online and return?

 

Thank you

1 Reply

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi Oceanwave,

     

    Thanks for your post, and welcome to the MYOB Community Forum.

     

    You can send a document containing the terms and conditions of your services by attaching it to a created invoice. To do this, open an invoice, click Email invoice, under Attachments, select 'browser for files', attach the additional document, and send. Once your client receives the document, they can sign it using an electronic signature and send it back to your returning email address. This depends on how you want the document to be signed.

     

    Feel free to post again anytime if you require further assistance. 
     
    If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    Best regards,

    Doreen