In sending Quotes to clients I would like the ability to include payment details in the template. I often require a deposit for my services and would prefer not to send an actual invoice unless requ...
Hi Krickett
I include quote terms and conditions including deposit requirement, and bank deposit details, in the notes section and tick the box to select the text to appear in all quotes. Then just edit it as required, but at least all your details are there ready to go.
Jill