Can I add my T&Cs to an estimate?

BelThirdBelThird Member Posts: 2

Hi there! I wanted to know if I was able to add my terms and conditions to estimates that I send to clients. I couldn't find an option anywhere, except for putting it in memo (then realised they can't see it! =p) or adding it as a product, but it cuts off after a certain amount of words. Or can I attach a separate pdf of my T&Cs to the estimate within Wave? Thanks heaps :)

Comments

  • ConnorMConnorM Member Posts: 1,229 ✭✭✭

    Hey @BelThird! I'm thinking that what you might want to do here is pop it into that memo box, as they should be able to see it! If not, it's likely too long. When you send your invoice, you do have the option to send a little memo along with the invoice itself, which would be in the body of the email. Now, with that said, that could get pretty lengthy, so I'd personally recommend putting it in something like a Google Doc, keeping it public, and sharing that doc link in the message section there :)

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