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Hi,
How can we add general terms en conditions as a separate document when mailing the sales invoice/salesorder/Salesoffer to the customer?
We don't want to write the conditions at the end of the invoice, for saving paper we want it as a separate document.
Thank you for helping!
Br,
Edith
On a customer record you can assign attachments. When doing so tick the "Flow to Sales Trx" field - you can leave it blank too. When you create a sales document it will then add that attachment. When you email a sales document there is a button (if on v18 and above) called "Get Source attachments". It will show other available attachments from the customer or sales document - can be line level too.
To have this automatically done would require a modification to the system.
If you want to avoid modification you could have emailing handled by Power Automate - but it will require numerous user base compromises.
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