How can I get a copy of our terms and conditions on the Edit Business Unit screen?

Problem

You need to download a PDF copy of the Terms and Conditions document from the Business Unit settings screen.

Solution

Click the hyperlink below the PDF preview in Authorization Agreement settings. The document will download to your computer.

Note: You must have the {Terms} placeholder on the Acknowledgement Paragraph field to use this workflow.  

Download terms and conditions PDF file

You must have the {Terms} placeholder on the Acknowledgement Paragraph field to use this workflow. For more, see How to add terms and conditions to customer estimates and invoices?

1. On the top toolbar, click Settings > Operations > Business Units.

2. Select a business unit.

3. Click Edit next to your business unit.

4. Scroll to the Authorization Agreement section.

5. Look for the PDF preview area.

6. Click the Terms and Conditions hyperlink below the preview. 

7. The PDF document will download to your computer.