Step 1
Go to the Client Administration screen by clicking the following icon in the top left corner.
or using the keyboard (Alt + C)
Step 2
- Enter the Client name in the search bar
- Select the client from the search results
- Select "Accounts Payable" from the client details menu
Step 3
- Select edit from the top right
- Remove the tick from the tick box next to "Include Trading Terms " to stop the trading terms attachment from being sent with all invoice emails.
- The same can be done for "Including CSV" with will stop the CSV version of the invoice attachment from being sent with all invoice emails.
- Select save from the top right to complete the process.