Section 1: Activation
When you first access the Terms and Conditions settings, you'll need to activate them.
✅ Check the option to activate the ability to create and assign Terms and Conditions.
Section 2: Create Terms and Conditions
You may create as many sets of terms and conditions that you want.
For example, you may want different sets of terms and conditions for septic pumping, grease trap cleaning, and real estate inspections.
Clicking the +TERMS AND CONDITIONS button opens a window that contains 3 fields: the title field, the default option, and the terms and conditions field.
— Title Field
⌨️ Enter the title of your set of terms and conditions, for example, Septic Tank Pumping Service.
— Default Option
✅ Check the option to use the set of terms and conditions as the default set.
— Terms and Conditions Field
⌨️ Enter your terms and conditions, for example, If digging is required, you agree to pay a digging fee of $50 per foot.
🎯 Many Tank Track subscribers copy their terms and conditions from another document and then paste them into the Terms and Conditions Field to avoid manual entry.
Section 3: Showing Options
You have the ability to include a set of terms and conditions in both estimates and invoices.
✅ Select Estimates to include terms and conditions in estimates.
✅ Select Invoices created from estimates to include terms and conditions in invoices that are created from estimates.
✅ Select Invoices without estimates to include terms and conditions in invoices that are not created from estimates.
ℹ️ Even with these options activated, you may create estimates and invoices without including terms and conditions.
