How to Customize Terms for your Customers

Creating custom terms settings for your customers offers a powerful way to enhance their experience and build stronger relationships. By allowing them to personalize their agreement, you empower them to use your product or service in a way that perfectly fits their unique needs!

1. Click on Settings (left menu)
2. Click on Customer Terms
3. Click on Add New
   
4. Fill in following fields below
   
5. Click Save

Tax Exemptions

1. Click on Customers (left menu)
2. Click on the Profile section
3. Click on Edit in the Billing Information section
   
4. Check the box for Tax Exempt
   
5. Click Save