Creating Client Terms & Conditions

Note: You must have Payment Terms permissions to create Terms & Conditions.

You can add Terms & Conditions for individual clients in the Client/Brand tab of My Organization. You can create and store up to one agreement per client. For information about organization-wide Terms & Conditions, see Terms & Conditions.

To create client Terms & Conditions:

  1. Go to Main Menu > My Organization.

  2. Select the Clients/Brands tab.

  3. Select a client.

  4. Select the Terms & Conditions tab.

  5. Click Create.

  6. Enter a Name for the contract.

  7. Click Attach a file to upload the Terms & Conditions file.

  8. Select the Payment Terms:

    • Due on receipt
    • Net 30
    • Net 60
    • Net 90
    • Net 120
    • Other
  9. Select the Out Clause: Standard or Custom.

  10. Enter any additional information in the Addenda text box.

  11. Click Save.