Terms & Conditions

Terms & Conditions are displayed on the second page of the contract by default (however this can be changed by requesting custom template changes as a last option).  The T&C's will normally contain all the fine print, so these could fill the entire page or multiple pages.  T&C's will also show when getting a customer signature.

How to set up Terms & Conditions

  1. Go to Setup > Preferences > Terms & Conditions.
  2. If you are pasting text from another source you are best to right-click in the text editor and 'Paste as plain text', and then format the text as preferred in the text editor.
  3. Click 'Save Changes' once completed.
  4. Go to Sales > Find Sales to edit a sale record, then preview an invoice to test your T&C's layout.  These will be shown on the second page.      

Common options for providing Terms & Conditions to customers.

  1. Display the full T&C's on the reverse of every contract.
    This can use a lot of printing ink if you tend to print most of your contracts.
    The signature section is normally displayed as part of the T&C's at the end of the T&C section.
  2. Have the T&C's pre-printed on the reverse of the contract.
    This option is more economic if you tend to print most of your contracts. 
    The signature section is normally displayed as part of the T&C's at the end of the T&C section or alternatively your template can be customised so the signature section appears on the front of the contract, e.g. I agree to the terms and conditions on the reverse of this agreement.
  3. Provide a URL link in the message body of emails for the customer to download a PDF copy of the T&C's. This link can also be included as a clickable link in the PDF document email attachment. See Insert Image or File Link help doc for further information on adding file URL links to email templates.


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