➡️ If you're using LSP.expert V1, click here.
To add Terms & Conditions to your documents, you have to go to Settings > Document and email configuration. You select the document configuration to which you want to add your Terms & Conditions and you click on the Terms and footer tab.
You can then add your terms for each document (invoices, quotes, etc.) and format the text as you like (with bold, italics, columns, etc.). Once you're done, click on Save.
In the same popup, you can define a footer for each document and indicate that you want to display your terms on a separate page. You can also copy your terms from another document.
These Terms & Conditions will automatically appear in every document you create with LSP.expert for the clients and suppliers for which you selected the corresponding document configuration.
If you add your Terms & Conditions to a document configuration after having already created documents, your existing documents won't be automatically updated. You have to change the document configuration in the documents by clicking on Edit in the Billing options panel, and then regenerate the PDF file (= click again on Actions > Generate PDF). Before regenerating the PDF document, you have to click on Edit in the Terms part of the document, and then on 'Reset the terms'.
If you're using LSP.expert V1
To add Terms & Conditions on your documents, you have to go in Settings > Document and email configuration. You select the configuration in which you want to add your Terms & Conditions and you click on the Terms and footer tab.
You then add your text for each document, format it as you like (with bold, italics, columns, etc.) and you click on Save. You can also define a footer for each document and define that you want to display the terms on a separate page. You can also copy the terms from another document.
These Terms & Conditions will automatically appear on every document you create with LSP.expert.
If you want your Terms to be displayed on a separate page, you can tick the corresponding box in Settings > Document and email configuration > Terms and footer.
If you add your Terms & Conditions in your configuration after having already created documents, you can regenerate them (= click again on Actions > Generate PDF) to add your Terms & Conditions on these documents. Don't forget, in this particular case, to click on Reset in the Terms part (at the bottom of the document) and on Update terms and notes.