Setting up clear and consistent Terms & Conditions on your estimates is essential for managing expectations with your customers. With ScanPay’s Estimates feature, you can easily add or edit your default terms to ensure they are automatically applied to all new estimates. Here’s how to manage your default Terms & Conditions and update them when needed.
How to Add or Edit Default Terms & Conditions
- Go to Estimate Settings
- On the Web App: On the left hand navigation, select Settings > Estimate Settings
- On the Mobile app: From the homepage, tap on the Menu icon at the top left. Then select Settings from the flyout. The “Estimates” section will appear in the list of settings. Tap on Terms and conditions to open the page.
2. Edit your Terms & Conditions
- Make sure the toggle for “Show terms and conditions” is turned on
- You will see the default text in the text box. Click on Edit next to it.
- You can now add, edit, or delete the default terms that you want to appear on every estimate. You can include things like payment terms, service agreements, or any other important legal language.
- Save you changes once you are done.
What Happens When You Edit Your Default Terms
- Automatically Applied to New Estimates: Once you’ve updated your Terms & Conditions, all new estimates you create will use these updated terms. This helps ensure that all your estimates are consistent and up-to-date.
- Customizing for Each Estimate: If you need to apply different terms for a specific estimate, you can always edit the Terms & Conditions on an individual estimate before sending it to the customer.
- Already Existing Estimates: If you edit your default Terms & Conditions, the changes will not be applied to existing estimates. You’ll need to manually edit the Terms & Conditions on each estimate if you want to update them individually.
