Customer Terms Setup

Customer terms are a collection of statements or conditions that can be printed and provided to customers to define the terms of the agreement between your company and the customer. These terms can cover any aspect of the business relationship, including conditions, requirements, restrictions, policies, and other provisions that establish the expectations and responsibilities of both parties.

To add or manage customer terms, navigate to the Settings screen and click the Customer Terms button.

You can manage the terms using the following options:

• Add a New Term: Click the Add button, enter the text of the new term, and click OK to save it.
• Edit an Existing Term: Select the term you want to modify from the table, click Edit Selected, update the text as needed, and click OK to save your changes.
• Delete an Existing Term: Select the term you want to remove from the table and click Delete Selected.

You can repeat these steps as needed to maintain and update the list of customer terms used by your company.