Set up your Terms and Conditions/Contract

This article is in the Control zone of the App.  

You 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 the Control zone of the App and then click on Purchase Experience > Contract Template.

From here, you can create a template by clicking Create Contract Template and customize your terms and conditions in the text editor.

Once you hit save, the template will appear in your contract template list. You can edit this any time.

 Payment Option Specific Terms and Conditions

In the Control zone > Pricing & Payment > 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 the 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.