As an entrepreneur, it's important to be clear about your terms and conditions when creating quotes and invoices. While it's not mandatory to include them, it can be helpful to keep your customers informed. In Teamleader One, you can't add extra attachments to your emails, but there are two ways to share your terms:
- You can include a link to your terms in the email you send with the quote or invoice attached, as long as they are available on a webpage. This makes it easy for your customers to access them.
- You can also write your terms directly in the notes of the invoice, provided that the text is brief.
This way, you ensure that your customers always have access to your terms and conditions, which helps maintain clear and professional communication!