How to configure the terms and conditions of my agency?
- Go to the box marked with your name, located in the upper right corner of the screen and click on it.
- Select the option: agency administration.
- A new window will open. Locate the preferences category in the menu on the left.
- Go to the section Default invoice settings in the predefined terms click on the Add new + button.
- 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.
- Once you choose among the available options, complete the required information and save the information.