{"id":5811,"date":"2023-08-20T08:46:12","date_gmt":"2023-08-20T08:46:12","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%a7%d9%84%d8%b4%d8%b1%d9%88%d8%b7-%d9%88%d8%a7%d9%84%d8%a3%d8%ad%d9%83%d8%a7%d9%85\/"},"modified":"2024-01-02T14:23:08","modified_gmt":"2024-01-02T14:23:08","slug":"terms-and-condititons-management","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/terms-and-condititons-management\/","title":{"rendered":"Managing Terms and Conditions"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_custom_heading text=&#8221;How to Add the Terms &amp; Conditions &#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1704202642286{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1704205193355{margin-left: 200px !important;}&#8221;]Through the management of terms and conditions, you can add your organization&#8217;s specific terms and conditions that are displayed to the client during the addition of a payment process for an invoice. The client will not be able to add the payment process without agreeing to these terms and conditions.<\/p>\n<p>You can add your terms and conditions, whether as a text to be displayed to the client or through an attached file in the payment addition screen for the client. To learn how to add them, please follow these steps:<\/p>\n<ul>\n<li>From the main menu, click on <strong>&#8220;Templates&#8221;<\/strong>.<\/li>\n<li>Click on <strong>&#8220;Terms &amp; Conditions&#8221;<\/strong>.<\/li>\n<li>Click on <strong>&#8220;New Terms&#8221;<\/strong> to add a new file.\n<ul>\n<li>From the screen that appears, select each of the following:<\/li>\n<li><strong>Title:<\/strong> Assign a name for the terms and conditions file.<\/li>\n<li><strong>Upload document:<\/strong> If you choose this option, you can attach a file containing the terms and conditions.<\/li>\n<li><strong>Text input:<\/strong> If you choose this option, you can write your terms and conditions as text.<\/li>\n<\/ul>\n<\/li>\n<li>Click on <strong>&#8220;Save&#8221;<\/strong> to add the terms and conditions file.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11386 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h07_15.png\" alt=\"\" width=\"1227\" height=\"754\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h07_15.png 1227w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h07_15-300x184.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h07_15-1024x629.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h07_15-768x472.png 768w\" sizes=\"auto, (max-width: 1227px) 100vw, 1227px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Selecting the Terms &amp; Conditions when creating the Invoice&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1704202888004{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1704205354248{margin-left: 200px !important;}&#8221;]When adding a new sales invoice, you must select the terms and conditions file to be assigned to the invoice so that it appears to the client during the payment process.<\/p>\n<ul>\n<li>From the main menu, click on <strong>&#8220;Sales&#8221;<\/strong>.<\/li>\n<li>Click on <strong>&#8220;Create Invoice&#8221;<\/strong>.<\/li>\n<li>Below the items table, click on <strong>&#8220;Terms &amp; Conditions&#8221;<\/strong>.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11388 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h09_44.png\" alt=\"\" width=\"1683\" height=\"737\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h09_44.png 1683w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h09_44-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h09_44-1024x448.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h09_44-768x336.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h09_44-1536x673.png 1536w\" sizes=\"auto, (max-width: 1683px) 100vw, 1683px\" \/><\/p>\n<ul>\n<li>Activate the option <strong>&#8220;Requires terms and conditions agreement before payment.&#8221;<\/strong>.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11390 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h10_23.png\" alt=\"\" width=\"1385\" height=\"612\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h10_23.png 1385w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h10_23-300x133.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h10_23-1024x452.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h10_23-768x339.png 768w\" sizes=\"auto, (max-width: 1385px) 100vw, 1385px\" \/><\/p>\n<ul>\n<li>Select the required terms and conditions file from the dropdown list.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11392 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h11_09.png\" alt=\"\" width=\"1486\" height=\"637\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h11_09.png 1486w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h11_09-300x129.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h11_09-1024x439.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h11_09-768x329.png 768w\" sizes=\"auto, (max-width: 1486px) 100vw, 1486px\" \/><\/p>\n<ul>\n<li>After saving and sending the invoice to the client&#8217;s email, the terms and conditions will be attached to the payment addition page through the client.<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Displaying the Terms &amp; Conditions to the Client&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1704204273481{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1704205287049{margin-left: 200px !important;}&#8221;]After sending the &#8220;unpaid&#8221; invoice to the client&#8217;s email, when the client proceeds to pay the invoice by adding a payment process to it, the terms and conditions will appear at the bottom of the payment addition screen for the client.<\/p>\n<ul>\n<li><em><strong>The client must ensure they agree to the terms and conditions in order to save\/add the payment transaction<\/strong><\/em><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11394 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h19_05.png\" alt=\"\" width=\"1478\" height=\"807\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h19_05.png 1478w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h19_05-300x164.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h19_05-1024x559.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/08\/2024-01-02_16h19_05-768x419.png 768w\" sizes=\"auto, (max-width: 1478px) 100vw, 1478px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":17,"template":"","categories":[2043,2064],"tags":[3730,3731],"class_list":["post-5811","user_manual","type-user_manual","status-publish","hentry","category-settings","category-templates","tag---en","tag------en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Managing Terms and Conditions - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/terms-and-condititons-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managing Terms and Conditions - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_custom_heading text=&#8221;How to Add the Terms &amp; 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