Hi Pete. I just signed up for your enhanced invoicing. Would you mind showing me where/how I can set up a new template to be used to quotations? I think I found it. It comes under invoice templates? I just need somewhere where I can keep our quote T&C’s always saved and within every quote
Cool thanks for signing up Cormac. You can create as many templates as you want now. We always suggest setting up templates for upsells.
Sell Hosting, have a banner for website updates.
Sell a site, have a banner for SEO.
Sell a SEO, have a banner for Social Media Marketing etc.
Additional Notes are from Create Invoice