Invoice Terms & Conditions

Invoices can include terms and conditions from two sources: your agency's default terms and individual supplier terms pulled from bookings on the trip. Both can be toggled on or off per invoice, and both support per-invoice text overrides.

Agency Terms

Setting Default Terms

Go to Settings > Invoice Terms to set your agency's default terms and conditions text. This text will be available on every invoice you create.

Enabling on an Invoice

On the invoice detail page, scroll to the Terms & Conditions card. Toggle the Include agency terms switch to attach your default terms to the invoice.

Per-Invoice Override

When agency terms are enabled, expand the Preview section to view the text. Click Edit for this invoice to customize the terms for this specific invoice without changing your default. A Reset to default button appears after you make changes, letting you revert to the workspace default at any time.

Supplier Terms

How Supplier Terms Appear

Supplier terms are pulled from the bookings on the trip. Each supplier that has terms and conditions in your supplier directory will appear as a checkbox in the Terms & Conditions card.

Toggling Supplier Terms

Check the box next to a supplier's name to include their terms on the invoice. Uncheck to exclude them. You can include terms from multiple suppliers on a single invoice.

Per-Supplier Override

When a supplier's terms are enabled, expand Preview to see the text. Click Edit to customize the supplier terms for this specific invoice. Use Reset to default to revert to the supplier's original terms.

How Terms Appear to Clients

When your client views the public invoice page, enabled terms appear at the bottom of the invoice. Agency terms appear first, followed by any enabled supplier terms. The terms use the exact text you've configured — either the default or your per-invoice override.

Summary

Terms Source	Where to set the default	Per-invoice override?
Agency terms	Settings > Invoice Terms	Yes — edit inline on the invoice
Supplier terms	Supplier directory record	Yes — edit inline on the invoice

Related

• Invoices — creating and managing invoices
• Workspace Settings — configuring your workspace defaults