Set up your Terms and Conditions/Contract

This article is in the Control section of the App.  

Your can fully customize the Terms and Conditions shown to your customers, and where they are displayed in your proposal template. See the Customize My Proposal article for more details on Terms & Conditions location.  

Standard Terms and Conditions/Contract

To edit your standard Terms and Conditions, go to Control section of the App and then click Purchase Experience and then click Contract Template. 

From here, you can make a template:

Payment Option Specific Terms and Conditions

In the Control zone, under Purchase Experience, select Payment options, edit the specific payment option you would like to include additional Terms and Conditions for. Scroll down to "Advanced Settings", and you can enter your T&C content using a text-editor.

OpenSolar also allows you to enter in Supplementary Terms and Conditions based on the payment option which is applied to a project. Find out about how to do this by reading our article on how to create payment options. 

Ensure that you press the  button when you have finished creating your Contract. 

Note: If you have entered both the Standard Terms and Conditions AND the Payment Option Specific Terms and Conditions then it will combine the two into one. 

If you have multiple payment options and your proposal template settings are set to display "All" payment options then it will take the Terms and Conditions from the first payment option along with the Standard Terms and Conditions.