Set your Terms and Conditions

Terms and Conditions are the fine print that prints on the customer documents – Quotes, Orders, Invoices.

You can set different terms for each document – to make sure your customer knows all your policies.

Where do I find it?
Account Settings > Settings > PDF Terms and Conditions

Where do the Terms and Conditions print?

You can set Terms and Conditions for the following documents.

• Quotes

• Sales Orders

• Invoices

• Purchase Orders

They print on the lower left section of those documents. The print is pretty small – so anything you really want to alert your customer about – shouldn’t go here.