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How do I update/edit my invoice policy?

Learn how to edit the invoice policy, or Terms and Conditions (T&Cs), 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?

  • 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

 

Editing your invoice policy

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Invoice Policy

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To change the general policy associated with bookings...

  1. Select Layout from the Manage menu at the top of the page.
  2. Go to the Invoice tab.
  3. Scroll down the page to the Policy and edit the text or HTML (<>) as required.
  4. Remember to Save your changes!
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Important! Any changes made to your policy, update all past invoices and apply 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 Booking Details and the Booking Invoice here: