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Adding Terms and Conditions to Purchase Orders

Fiona2508
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Adding Terms and Conditions to Purchase Orders

Is it possible to add a second page to customised forms so we can include terms and conditions with our Purchase Orders?

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Sean_DC
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Re: Adding Terms and Conditions to Purchase Orders

Hi @Fiona2508 

 

Thank you for your post.


AccountRight doesn't allow for the direct ability to customise a second page. With that being said, the way to include those terms and conditions information would be to send the invoice using the Edit Sales >> Send to >> Email... option. This window allows the user to add an external attachment, such as a PDF of those terms and conditions, that will accompany the invoice. 

 

If we have further updates, we will notify you. An alternative could be looking at third-party apps which can provide this additional functionality.

 

 

 

Please feel free to post again. I'm happy to assist further.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.

 

Cheers,
Sean
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Fiona2508
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Re: Adding Terms and Conditions to Purchase Orders

Hi Sean

 

Thanks for your response. 

 

Are you (or anyone else) able to recommend any of these third party apps with this type of functionality?

 

Cheers

 

Fiona

Louise_xoz
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Re: Adding Terms and Conditions to Purchase Orders

Well, that's useless advice.  Why not have a decent forms design process?  One of the many suggestions your users have requested for years.

Leneth_A
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Re: Adding Terms and Conditions to Purchase Orders

Hi @Fiona2508

 

In this matter, we do recommend confirming with your accountant for the best third-party app with additional functions based on your business setup and needs.

 

 

Please don't hesitate to post again if you need help in the future.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

 

Cheers,
Leneth

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Leneth_A
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Re: Adding Terms and Conditions to Purchase Orders

Hi @Louise_xoz 

 

Thanks for your post. Sorry to see that no one has replied to you yet.

 

We appreciate your insights about this feature, you are welcome to share your Ideas in our Community Forum exchange ideas. All your feedbacks are monitored by the developers team and will be added in the product roadmap based on feature request. Rest assured that we'll provide communications and updates once this feature will be added. 

 


If you do require further assistance feel free to reply to this post.

 

Cheers,
Leneth

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