I added my “Terms and Conditions” documents to Settings → Company details → Documents.
When I create an invoice this document is included which is great.
This way I only have to keep one document up to date on one place.
When a customer orders a specific service, I want to include an additional “Terms and Conditions” document that applies to this service. However I found out that only the document present at “Company details” is included. How do I make sure the document in the invoice is included as well?
Hi,
Have you added the document directly to the invoice?
It is a recurring invoice where I added the document to, but of course I also want this to work for regular invoices.
@david can you please advise?
It looks like we currently do not attach the recurring invoice documents to the invoice, i’ll add this to the top of my list for this week.