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 could title the terms and enter them. Select Save Template when you're complete.
Payment Policy
Scroll down to Payment Policies and select either Create New or Edit.
A pop-up menu will appear where you could select the specifics of your policy. Select Save Policy when you're complete.
Cancellation Policies
Scroll down to Cancellation Policies and select either Create New or Edit.
A pop-up menu will appear where you could select the specifics of your policy. Select Save General Policy when you're complete.
You will also have the ability 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.