How do I adjust my contract settings?

How to hide or show sales lead, attributes of items, and descriptions of items, as well as how to control your payment methods accepted.

Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

To edit the settings in a contract, click on the gear symbol in the top right corner of your project.

This will open up a window with options that you can select/deselect. For more information on what each option means, hover over the blue question mark. 

Show Sales Lead on Contract - Uncheck this box to hide sales lead information from the client on this contract. For example, if you're a small company and don't need to specify which sales person the client is contacting. 

Show Item Attributes on Contract - Uncheck this box to hide inventory item attributes (such as height, length, and color) from the client. Keep in mind, you can also do this per item! So, you may want to hide height/length on a speaker, but not a tent.

Show Item Descriptions - Uncheck this box to hide inventory item descriptions from the client. Again, you may instead choose to do this on a per item basis. 

Enable Online Credit Card Payments - Uncheck this box to disable online credit card payments for this project.

Enable Online ACH (eCheck) Payments - Uncheck this box to disable online ACH (eCheck) payments for this project.

Enable Check / Cash Payment Information - Uncheck this box to hide check / cash payment information for this project.

Note: Changes made in the contract settings only affect the project/contract you’re working on. To make changes to settings that will apply to all contracts, visit your account settings. 

When your changes have been made, click the “x” in the upper right-hand corner to save changes and close out of the screen. 

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