You can upload your Terms & Conditions file in your Ascora account and this is helpful as you can enable and disable a setting to show Terms & Conditions in your Quotes as well as Invoices and Statements.
Note: You can embed your Terms & Conditions in your document templates such as quotes and invoices but having it uploaded in Administration → Company Details gives you more flexibility such as having one place to upload when you have an updated version of your Terms & Conditions as well as having settings to enable and disable.
- Terms and Conditions must be provided as a PDF file.
- Files Size must be less than 1MB.
1. Go to Administration → Company Details.
2. Scroll down and find the Terms & Conditions area where you can upload your file as well as disable or enable some settings to whether show or not show your Terms & Conditions is shown in Quotes or Invoices/Statements.
To access a tutorial video about the Company Details screen, you can click the link below:
https://www.ascora.com.au/TrainingVideos/VideoViewer/Admin-CompanyDetails
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