Terms & Conditions

You can upload multiple terms and condition files to your organisation settings. These can then be used when creating an invoice. If selected they will merge with the invoice PDF and be displayed underneath the main content.

In this article we'll cover how to:

• add a terms and conditions file.
• view current terms and condition files.
• delete a terms and conditions file.

Only users with the correct permissions can add and delete terms and conditions files. If you think you should have permission to perform such an action please contact the organisation owner.

Add terms & conditions

• Navigate to Organisation settings. 
• Locate and click the Finance section of the settings.
• Click the Edit iconnext to Terms and conditions.

• Click Add T&C button.

• Select the file from your device you wish to upload.
• Enter a name for the terms and conditions file.
• Click Submit to save.

View terms & conditions

• Navigate to Organisation settings. 
• Locate and click the Finance section of the settings.
• Click the View iconnext to Terms and conditions.

• This will open a new tab with the terms and conditions PDF.

Delete terms & conditions

• Locate the terms and conditions you want to delete.
• Click the Delete icon

• You'll be shown a warning message.

• Click Delete to confirm and delete the terms and conditions.

You can add a deleted terms and conditions again anytime by following the steps to Add terms and conditions.