How to create and edit Terms and Conditions

How to create and edit Terms and Conditions


How to create and edit Terms and Conditions

This is a process for creating and editing Terms and Conditions for contracts and invoices.


  1. From any screen, click the settings gear icon

  1. Click "Account Administration"

  1. On the left navigation click "Terms and conditions"

  1. Click the "New terms and conditions" button

  1. Click the "Name" field to add a title to the Terms

  1. In the Body field, type in the details of the terms

  1. Click the "Save" button

  1. To edit, click on the pencil icon to edit

  1. Click the Body field to edit term details


  1. Click the "Save" button


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