Terms and conditions to email

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. 
 
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Best regards,

Doreen

Hey Oceanwave 

We've recently introduced the ability to toggle on/off a separate field for Terms & Conditions which will appear on the second page of the document. More information and instructions can be found on this page!