To begin add or changing these settings, navigate to your Account page by accessing the user name on the upper right corner of the page and select Account. On the Account page, access the Policies & Taxes page.
Terms and Conditions
Scroll down to Terms & Conditions Templates and select either Create New or Edit.
A pop-up menu will appear where you can title the terms and enter them. When you're finished, select Save 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.