Hi guys. Just a wishlist. Every time I create a quote for a client on Bullet, I always have to open our T&Cs in another Word doc and copy/paste them in to Notes visible to the client section on the estimate.Poor you! I hear you say… but it would be really handy if there was some way to save such t&c’s into all quotes automatically. I’ll leave that with you…thanks. Cormac

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Hi guys. Just a wishlist. Every time I create a quote for a client on Bullet, I always have to open our T&Cs in another Word doc and copy/paste them in to Notes visible to the client section on the estimate.Poor you! I hear you say… but it would be really handy if there was some way to save such t&c’s into all quotes automatically. I’ll leave that with you…thanks. Cormac

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Peter Connor ⋅ Staff May 23, 2016
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Hi Cormac, 
You can do that already. Infact you can have different T&C’s for different clients. I created a mock invoice for you here with your company branding and your T&C’s. 
If you’d like to know how to create that look at this. 
Thanks Pete
PS – I noticed you haven’t closed off any of your todo’s – do you not find them helpful?

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  1. cormac11 May 23, 2016
    Okay thanks Pete. I'll check that out.
  2. cormac11 May 23, 2016
    re the to-do. we file our VAT3 returns back to our accountant. I usually submit everything from tolls to parking to random business related expenses. I don't add all of these to Bullet and so the VAT3 figures are always a little bit skewed. So.. I just ignore them!
  3. cormac11 May 23, 2016
    I only really add big bills from suppliers, printers and then your standard office rent, mobile bills, broadband, etc...
  4. Peter Connor May 23, 2016
    Ok. So why do you give that work to your accountant?
  5. cormac11 May 23, 2016
    Honestly, i wouldn't have time to enetr every single item I was prepared to out down as expenses. But you're right. I'd probably save ourselves money by just letting Bullet tell us the VAT3 figures
  6. cormac11 May 23, 2016
    (I don't even have time to spell properly anymore)
  7. Peter Connor May 23, 2016
    Well the good news is we're bring out a Virtual Ass tool that will do everything for you, including your spell checking :)

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