Terms & Conditions, Payment Policies, and Cancellation Policies can all be set in the “Account” section.

If you have policies attached to a specific client, the policies will auto populate once you add that client to the contract.

To change the terms while in the contract, click the “Change” button located next to each option. This will only change the terms for this project. To change the default, go to your "Account" section and scroll down to "Terms & Conditions Templates" (note: only the company admin has this privilege).

Terms & Conditions

You can select saved terms & conditions from the drop-down option. Admins can also elect to click “New Terms & Conditions”. 

Fill out all information, then click “Create Terms & Conditions” to apply your new terms & conditions to the contract.

You can also upload a file (PDF, PNG, or JPG) of your Terms and Conditions, which will then be extracted and prepared for any additional edits by using the "Upload Terms" button.

Optionally, you can toggle to Mark as Default if you plan on using your new terms as your standard terms moving forward.

Finalize your new terms by clicking "Create Terms & Conditions".

Payment Policy

You can select saved payment policies from the drop-down option. To create a new policy, click “Change”, then click “Create Payment Policy”. 

Fill out all information, then click “Save Policy” to apply your new payment policy to the contract.

Cancellation Policies

You can select saved cancellation policies from the drop-down option. To create a new policy, click “Change”, then click “Create New Policy”.

From here, you will have two options:

Create a General Cancellation Policy

A general cancellation policy means that the policy is not based on the item type. You can create multiple general cancellation policies in your Account. 

Fill out all information, then click “Save General Policy” to apply your new cencallation policy to the contract.

Create a Category-Specific Cancellation Policy

A category-specific cancellation policy applies to a certain category of inventory. This is helpful if you need different cancellation policies for different types of inventory, such as high-demand or custom-created items. You can create category-specific cancellation policies in your Account. 

When you add an item with a category-specific cancellation policy assigned, this cancellation policy will automatically be added to the contract.  You can change this default in the contract. 

Fill out all information, then click “Save Accessories Policy” to apply your new cancellation policy to the contract.

Want to edit these settings for all future projects on your account? Click here.