To enable creation and formatting of a document to be attached to all invoices, to include information such as Payment Details and/or Client Rights.
Upload a PDF document to your invoice template so that all new invoices will be generated with the uploaded document as the final page.
- Prepare PDF document to your liking. This can be created in Word to then be converted to PDF
- Navigate to Firm Settings > Invoice Settings > select invoice template > Invoices tab > PDF Attachment
- Click on Choose File to browse to the PDF document on your computer
- Click on the Replace button to load the document
- Save the change
Next time you create an invoice, the loaded document will automatically be added as the last page.
If you require any assistance or further information, please contact our Support Team on 1300 33 55 53 or by email