Invoice/Quote Terms and Conditions

eAccounts allows you to define your terms and conditions for your Quotes and Invoices to be appended to the bottom of either document when required. This applies to both printed and emailed documents and allows you to have seperate terms and conditions for each document type.

Defining your Terms and Conditions

This is deemed a management function and therefore is found under the Management section within eAccounts.

There you will find a button "Setup Terms & Conditions", in this area you can define your Quote Terms & Conditions, or Invoice Terms & Conditions

Your Terms & Conditions are broken down into sections or can be defined under one if yours is very simple.

An example structure is as follows

DEFINITIONS
ACCEPTANCE
COLLECTION AND USE OF INFOR
PRICE
PAYMENT
QUOTATION
TITLE
PERSONAL PROPERTY SECURITIES
RETURN OF GOODS
CLAIMS
CONSUMERS GUARANTEES ACT
WARRANTY
RISK
MISCELLANEOUS

You don't need to include the numbers in the headings as they print automatically.

Adding Titles

If you wish to title your Terms and Conditions, we have allowed you to add 2 lines of text at the top, we have also allowed you to define the margin position (in cm from left of page) for these 2 lines

These can be added to the first section in the Terms and Conditions when you are defining them and they show up in bold

Copying Terms and Conditions because they are the same

If your terms and conditions are identical for both your Quotes and Invoices then use the button to copy from one to the other. It will only allow you to copy if the destination is not already defined.

Appending to an Invoice or Quote

Once you have the terms and conditions defined, the option will appear to "Append To Quote", or "Append To Invoice" depending which you are editing. Ticking the appropriate box will do exactly what it says and append the terms and conditions defined under management as additional pages on the Invoice/Quote.