Legal

Usage licenses, terms, and terms and conditions (TCs).

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15 articles in this collection
Written by Elliott Lewis and Gabrielle P

Delete Usage License

To delete the usage license or as they're sometimes called, usage terms.
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Written by Gabrielle P
Updated over a week ago

Digital Signature Legitimacy

The proprietary logic and legality of our signature feature.
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Written by Gabrielle P
Updated over a week ago

Attaching Tax Documents to Your Estimate

Attaching W9 and 1099 documents to your invoice
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Written by Elliott Lewis
Updated over a week ago

Business Number

Put an ABN or Tax ID in the Business Number field and it will appear with the personality or client info on your document.
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Written by Gabrielle P
Updated over a week ago

Terms vs Terms and Conditions

The difference between terms and terms and conditions or T&C.
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Written by Gabrielle P
Updated over a week ago

Terms & Conditions Merge Tags

In the terms and conditions or T&C field in Settings, you can use dynamic merge tags, which are replaced by information from the job.
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Written by Gabrielle P
Updated over a week ago

Multiple Terms and Conditions

Store different versions of terms and conditions or T&C's.
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Written by Gabrielle P
Updated over a week ago

Estimate Terms, Invoice Terms

Estimate and Invoice terms are stored in the Settings section, but can also be modified at the job level.
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Written by Gabrielle P
Updated over a week ago

Usage License Builder

Use the Usage License Builder or enter a Custom Usage License in Settings.
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Written by Gabrielle P
Updated over a week ago

Usage License Tracker

Expiry dates of usage licenses built with the usage license builder are tracked. Use this feature to see when a usage license expires.
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Written by Gabrielle P
Updated over a week ago

PO Number

Instructions on how to add a PO number to your document.
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Written by Gabrielle P
Updated over a week ago

Checks Payable, Tax ID Field

To indicate to whom to make checks payable and to display your tax ID for payment purposes.
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Written by Gabrielle P
Updated over a week ago

Line Item Markup And PW

How line item markup is calculated on a line with pension and welfare or P&W.
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Written by Gabrielle P
Updated over a week ago

How does P&W work?

Set a percentage rate for P&W. Pension and Welfare is typically handled by a payroll company.
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Written by Gabrielle P
Updated over a week ago

Display Your Tax ID

To show your tax ID on your printed bids and invoices.
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Written by Gabrielle P
Updated over a week ago