Add your terms and conditions

Go to SETUP > DOCUMENTATION > TERMS & CONDITIONS

Your terms and conditions (and your cancellation policy – it goes in here!) are added in a simple text editor.  You can choose to have your Ts & Cs again at the end of their attached documents (invoice/receipt), by adding the token #terms to the bottom, the system will populate this for you automatically.

Please note: Do not copy and paste Ts & Cs from Microsoft Word – this adds in HTML formatting code behind the scenes and makes the output on PDF look really messy!  If your Ts & Cs are saved in a Word document, copy it into Notepad or a simple text editor to remove the formatting before pasting in. 

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