To create custom terms and conditions:
- Go to System > Settings and click Terms in the Finance column.
- Switch to the Terms and Conditions tab.
- Click Add New Terms and Conditions. Fill the form that appears on the screen:
- Enter the name of Terms and Conditions into the Name field.
- Select the acceptance conditions from the Acceptance drop-down list:
- Always, on every purchase: Ask a customer to accept Terms and Conditions on every purchase of service plan or resource (including downgrades and upgrades).
- On first purchase and after every T&C change: Ask a customer to accept Terms and Conditions on first purchase, and whenever the text of the already accepted Terms and Conditions is changed (the T&C version is increased).
- Only on a first purchase: Ask a customer to accept Terms and Conditions one time, on first purchase of a service plan or resource. If a customer again purchases a service with the accepted Terms and Conditions, then the Terms and Conditions acceptance step is skipped.
- On every purchase and after every T&C change: Ask a customer to accept on every purchase and whenever the text of the already accepted Terms and Conditions is changed (the T&C version is increased).
- To use Terms and Conditions activate them by selecting the Active checkbox. To deactivate Terms and Conditions usage clear the Active checkbox.
- Type Terms and Conditions text into the Text field.
- Click Save.
Note: Terms and Conditions text must be entered as HTML only. Specifically, you must provide the <body> element of your Terms and Conditions HTML document.