How to configure the terms and conditions of my agency?

  1. Go to the box marked with your name, located in the upper right corner of the screen and click on it.
  2. Select the option: agency administration.
  3. A new window will open. Locate the preferences category in the menu on the left.
  4. Go to the section Default invoice settings in the predefined terms click on the Add new + button.
  5. You will be able to add basic terms and extended terms that will be available for the invoices of all the agents of the agency.
  6. Once you choose among the available options, complete the required information and save the information.

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