System Contract Terms
We have pre-loaded the following GTA to get you started.
GTA No.1 | GTA No. 2 | GTA No. 3 (Default) |
GTA No. 4 | GTA No.5 |
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💡Note: These are not available to be edited.
Add a new Contract Term:
Click on the Settings module in the Navigation Panel. Then, click the Transactions feature and then click on the Contracts tab;
You should now be viewing the Contract Terms, where you will see our pre-loaded GTA Terms.
Scroll to the bottom of the page to select "Create New Contract Term";
Add the name and description of your term;
If you wish to use the term as your default term on your Contract form, select "set as default?". Once defaulted this will appear on your Contract when creating.
Select "Update Contract Term" to Save.
Edit a Contract Term
1. Once on the Settings > Transactions > Contracts page, select the "Edit" button next to the Contract term you wish to update.
2. This will allow you to change the name and description of your terms and conditions.
For details on how to format your Contract terms view the article here.
Delete a Contract Term
1. Select the "Edit" button on the Contract term you want to delete;
2. Select "Delete Contract Term". This will delete the term immediately and it will be no longer viewed in the list of terms or be able to be undone.
