How to add terms and conditions ?
To associate terms and conditions with a quote or an invoice, you first need to add them in Settings > Data > Contract Templates & terms of business.
During the creation of a quote, at the bottom of the page, you can attach your terms via the dropdown menu "Terms and Conditions". For your client, a checkbox "I accept the T&C" will be displayed before clicking on the quote acceptance button. They cannot accept your quote without checking this box. Your T&C will also be displayed after your quote/invoice (in the PDF version).
You can associate default terms and conditions per type of shoot by modifying your shoot type in Settings > Data > Shoot Types.
During the creation of a quote, at the bottom of the page, you can attach your terms via the dropdown menu "Terms and Conditions". For your client, a checkbox "I accept the T&C" will be displayed before clicking on the quote acceptance button. They cannot accept your quote without checking this box. Your T&C will also be displayed after your quote/invoice (in the PDF version).
You can associate default terms and conditions per type of shoot by modifying your shoot type in Settings > Data > Shoot Types.
Updated on: 15/04/2024
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