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terms and conditions based on customer

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Monisha shared this idea  ·   ·  Report…  ·  Admin →
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  • Beat Bucher commented  ·   ·  Report

    I concur with that request and go even further.. The T&C as like the Customer Notes should be configurable by Customer (as the word implies it) and not based on the template itself (invoice, quote, credit, etc..), since the templates are usually common to all customers.
    An option to use either the system T&C / Notes or the Customer Card T&C / Notes would be very helpful, just thinking about businesses that deal in multiple languages.

  • Tanner commented  ·   ·  Report

    I like that you can save Customer Notes and Terms & Conditions for future invoices but that only allows you to have one version of each. Is it possible to provide a dropdown that would allow you to store multiple Customer Notes and Terms & Conditions versions?

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