How to Set Up Terms & Conditions?

Terms & Conditions lets you define the default legal text that appears on your invoices and documents. Set your terms once and they’re automatically included whenever you generate a document.

Where to Find It

Navigate to Settings → Terms & Conditions to open the editor.

How it Works

The Terms & Conditions page has a built-in editor where you can add, edit, reorder, and group your terms. Changes are saved to your organization settings and apply to all documents.

Adding Terms

Use the editor to add individual terms. Each term is a single line of text, for example:

  • “Payment is due within 30 days of invoice date”
  • “All prices are exclusive of applicable taxes”

You can also organize terms into groups for better structure.

Reorder Terms

Drag terms to reorder them. The order you set here is the order they appear on your documents.

Use in Orders

Check the Use these terms and conditions in orders checkbox if you want the terms to appear automatically on order documents.

Save Your Changes

After making edits:

  1. Click Save Changes to persist your updates.
  2. Click Reset to discard unsaved changes and reload from the server.

Common Terms to Include

  • Payment Terms — when payment is due
  • Liability — who is responsible for damage or loss
  • Late Returns — penalties for overdue equipment
  • Cancellation Policy — refund rules for cancelled orders
  • Insurance Requirements — whether the customer must carry insurance
  • Usage Restrictions — how the equipment may and may not be used

You’re all set!

You now know how to manage terms and conditions in Rentablez. Clear terms protect your business and set expectations with customers.