To add or change these settings, navigate to your Account page by clicking 'Account' from the left menu. Next, select 'Policies & Taxes' from the drop-down menu.
Terms and Conditions
Scroll down to Terms & Conditions Templates and select 'Create New' or 'Edit'.
A pop-up menu will appear where you can title the terms and enter them. You also have the option to quickly 'Upload' a .png, .jpg, or .pdf file.
Review your terms template and check the box 'Mark as Default' to set the template as your default terms, or uncheck the box to set another terms template as your default.
You must enter a title and terms to create or save a Terms & Conditions template.
Payment Policy
Scroll down to Payment Policies and select either Create New or Edit.
A pop-up menu will appear where you can select the specifics of your policy. When you're finished, select Create Payment Policy.
Cancellation Policies
Scroll down to Cancellation Policies and select either Create New or Edit.
A pop-up menu will appear where you can select the specifics of your policy. When you're finished, select Save General Policy.
You will also be able to add a cancellation policy for specific item categories. These policies will automatically apply when you add an item in a respective category to a contract!
Want to adjust these settings on just a particular project? Click here.