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Status Released
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

RELATED IDEAS

Upload Terms & Conditions as PDF, which is automatically appended to every invoice sent

When we send invoices to clients (as a PDF) we always attach an additional page which is our invoicing terms and conditions. This is a full page, and cannot be accommodated on the front of the KashFlow invoice. We do this according to legal advice we have taken on Ts and Cs.
Now, we want to send invoices automatically from KashFlow ... as a general principal, but more especially as we are moving into repeat billing.
We'd like to upload a PDF to KashFlow which would be appended to every invoice sent out. This will be a great time saver, and I imagine lots, if not all, KashFlow customers would also like to automatically attach Terms and Conditions to their invoices.
  • ADMIN RESPONSE
    Jan 10, 2017
    This can now be done using our new PDF Themes. Read more about the PDF Themes release from yesterday at http://www.kashflow.com/blog/introducing-pdf-themes And the KB article on how to add a page of extra content at https://kashflow.zendesk.com/entries/23244216-Appending-Additional-Pages-to-PDFs
  • Attach files
      Drop here to upload
    • Guest
      Reply
      |       Feb 5, 2018

      The link given for the PDF themes above is not working....

    • +31