Thanks for your message and sorry that it has taken a few days for me to
I’m glad to hear you’ve been able to tweak your Invoice CSS for your
I’m afraid we don’t offer the same level of control over estimates (you
can’t tweak estimate CSS) but I’ll do my best to help with your queries.
With regards to adding your T&Cs to your estimates, these could be included
as part of the “Additional Text” area of your estimate. You can also define
“default” additional text, so your T&Cs will be included automatically
whenever you raise an estimate.
Changing your invoice references to start at “201” rather than “101” is
easily achieved using “global” invoice sequencing.
With “global” sequencing, FreeAgent simply increments the reference of your
last invoice by 1, to generate a reference for a new invoice. So, if you
set the reference of your first invoice in FreeAgent to be “201”, FreeAgent
will use “202” for the second invoice, “203” for the third, etc.
You can find more information about FreeAgent’s invoice sequencing options,
I hope this helps!
Dave JOn 3 April 2015 at 14:08, email@example.com wrote:
I was hoping someone could help advise me on how I can achieve the below.
I have had the CSS changed so my invoice template now has my logo and
colours which is great.
What I want to achieve now is the following;
Change the start invoice number from 001 to 201 and for the sequence to
progress from here so 202 etc
Change Estimate to Agreement
Add my T’s & C’s/contract info to the Agreement (before the main agreement
info so that I can save all as a pdf to send as an e-contract)
For this to then be to able to convert just the agreement part into an
invoice in free agent.
Is this possible?
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Senior Support Engineer