Adding general terms and conditions to invoices

As a business owner, you want to be transparent about your terms and conditions when sending invoices. Although it is not mandatory to include them, it can be useful to inform your customers about them. In Teamleader One, you have three options to add your terms and conditions to your invoices: via an automatic PDF attachment, via email or directly on the invoice itself.

 

 

 

Option 1: automatic attachment

You can upload your terms so that they are automatically sent as a separate file. How do you set this up?

  1. Go to Settings.

  2. Click on Invoice settings.

  3. Upload the desired PDF under the General terms and conditions section.

 

Important:

  • The PDF is automatically added when sending via email and via the Peppol network.

  • The PDF may be up to 10 MB in size.

  • The PDF is merged with the invoice PDF itself.

  • You can upload only one PDF. If you have terms in multiple languages, place them one after another in the same document.

 

 

Option 2: in the email

  • Link in the email: If your terms and conditions are on your website, you can add a direct link to the accompanying email of your invoice.

  • Short text in the email: You can also include the main key points of your terms in the text of your email, provided that they are short and concise.

 

 

Option 3: on the invoice

  • Link in the note box: If your terms and conditions are on your website, you can add a direct link to the notes on your invoice.

  • Short text in the note box: You can also place the main key points of your terms in the notes, provided that they are short and concise.

 

 

This way, you ensure that your customers always have access to your terms and conditions, which contributes to clear and professional communication!