Creating Client Terms & Conditions

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:

Go to Main Menu [] > My Organization.
Select the Clients/Brands tab.
Select a client.
Select the Terms & Conditions tab.
Click Create.
Enter a Name for the contract.
Attach a file to upload the Terms & Conditions file.
Select the Payment Terms:
- Due on receipt
- Net 30
- Net 60
- Net 90
- Net 120
- Other
Select the Out Clause: Standard or Custom.
Enter any additional information in the Addenda text box.
Click Save.