Your invoice policy helps set clear expectations for your Customers. This guide shows you how to update or edit it in Checkfront so your booking terms stay accurate and up to date.
Learn how to edit the invoice policy, or Terms and Conditions (T&Cs), that Customers see when booking.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Manage > Layout > Policy
What more do I need to use this feature?
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Admin permissions to manage your account.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products). → Learn more about products
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What is a booking policy? A booking policy outlines the rules and conditions that Customers must agree to before confirming a reservation, such as payment terms, cancellation deadlines, and liability disclaimers. |
Editing your invoice policy
Follow these steps to change the general policy associated with bookings:
- Select Layout from the Manage menu at the top of the page.
- Go to the Invoice tab.
- Scroll down the page to the Policy and edit the text or HTML (<>) as required.
- Click the Save button to save your changes.
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Update all past invoices when changing your policy Any changes made to your policy update all past invoices and apply them to future invoices. If your old policy continues to apply to previous invoices, add your new policy to the existing message and specify the dates each policy applies. |
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Learn more about bookings For a detailed look at booking details and the booking invoice, check out the following articles: |