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Apply Terms & Conditions, Payment Terms, and Cancellation Policies to Existing Customers
Apply Terms & Conditions, Payment Terms, and Cancellation Policies to Existing Customers

We know you may have specific agreements with certain customers; learn how to keep track of these arrangements in your system.

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

Access your desired contact in the "Directory" folder. Ensure that your needed Contact Type is selected on the left side of the page. Select the contact you are looking edit.

Select the "Edit" symbol on the upper right corner of the contact profile. 

Scroll down to edit the contact's custom agreements. You may choose to make the contact exempt from taxes that apply to your services as well as record standard discounts or terms for them.  

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