Setting up Terms and Conditions

This help sheet will guide you through adding customer terms and conditions into the order processing system.

Step 1: From your Dashboard, select Settings, located at the bottom left corner of the screen.


Step 2: Select Terms and Conditions from the System dropdown.

Step 3: Choose your custom verbiage for Quotes, Sales Orders, Purchase Orders and Sales Invoices. Click 'Save Changes'

 You have successfully edited Terms and Conditions in your order processing system.